Easing a Client’s Angst After a Job Loss

Wall Street Journal.com - Easing a Client's Angst After a Job Loss - Steven Lear, February 12, 2014

The husband and wife were both in their mid-30s and in good shape to meet their long-term financial goals. Then trouble hit in early 2013: The husband was laid off from his $200,000-a-year job at a mortgage company.

The couple had followed a disciplined financial plan since 2008, putting aside $75,000 annually while also buying a modest vacation home and paying off all their debts. In that time, their net worth grew from $125,000 to...

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