Document Type


Journal Title

Journal of Applied Case Research

Publication Date



This decision-based case developed from primary sources utilizes disguised names, but actual data to afford students the opportunity to evaluate and suggest changes to a real retirement portfolio. Leon and Billie Reynolds have asked their niece, Stacie, to review their retirement planning. The couple has accumulated just over $1,000,000 in investments with Teachers Insurance Annuity Association (TIAA) and College Retirement Equities Fund (CREF). The case gives the couple’s net worth, current salaries, insights into their spending habits, target retirement ages, family situation, and current allocations of their retirement funds. The case asks students to apply his or her financial planning skills to review the adequacy of the couple’s retirement planning.

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Copyright ©2014 by the Journal of Applied Case Research and the authors. No part of this work may be reproduced or used in any form or by any means without the written permission of the Journal of Applied Case Research. Permission received from publisher to use in repository October 2017.