The Beneficiary: “Charlotte” is a 55-year-old divorced, single mom of two teenagers who lives on the West Coast and loves her job as a project manager. Her beloved father, who’d long retired and moved ...

Ryan Eichler holds a B.S.B.A with a concentration in Finance from Boston University. He has held positions in, and has deep experience with, expense auditing, personal finance, real estate, as well as ...