THE ADVENTURERS
| Name | Gary & Andrea | |
| Age | 63 & 62 | |
| Marital Status | Married | |
| Dependents | 0 | |
| Yrs to Retirement | 0 | |
| Financial Goal | Accommodate high variable expenses | |
| Aspiration | Travel and see the world |
Gary and Andrea are at retirement and are ready to quit their jobs. Gary currently owns a small car garage and has been fixing autos for as long as he can remember. Andrea works as a receptionist and can't wait to get out on the open road. Long time motorcyclists, they've always loved travel. And now, with retirement near, they've decided they want to see the country from the seat of a motorcycle.
Currently, everything they have is tied up in the garage and will be available after the business is sold. They both want to find an option that could grow their earnings to ensure a memorable travel experience.
They've decided to invest some of their assets in a mutual fund portfolio that provides a well-diversified allocation for its growth potential. They can create a number of individual funds or select a fund that uses a "fund of funds" approach with an investment goal suitable to their own.
Learn more about Delaware Investments mutual funds.
