5 families, 5 financial fixes

All survived the stock market's trial by fire, yet fears of getting burned again linger. By taking a few smart steps, they can reach their goals with ease.

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Planning a legacy for heirs
Planning a legacy for heirs
Marguerite and Donald Marburger want to leave a legacy for heirs -- and protect their retirement.
Donald and Marguerite Marburger lead a comfortable life in retirement, but they still have financial worries.

They fret that their two children and their families, who live near them in the Dallas area, won't be as well off as they are.

More urgently, they worry that Marguerite would struggle financially if Don were to die first.

The loss of Don's full military pension and lower Social Security would leave Marguerite with half the income they bring in now.

What should they do to fix their mix and meet their goals?



NEXT: Don't be so aggressive
Last updated January 02 2011: 8:47 PM ET
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