Meet Melissa. She retired earlier this year after decades in pharmaceutical research. She had the kind of career most people would envy — smart decisions, steady savings, and a methodical mindset built on years of working in science. Melissa lived by the data. Every major decision in her life was backed by research, precision, and patience. So when she retired, she didn’t expect to feel... unsure. Melissa had a pension. A well-stocked 401(k). Dividend-producing company stock. Social Security on the horizon. No debt. No surprises. On paper, she had what most would call the perfect retirement setup. But as Melissa dug into the details, one emotion kept bubbling up: “I just want to make sure I’m not overlooking something. ” For Melissa, retirement wasn’t about “making it.” It was about staying sharp enough to avoid a mistake she couldn’t undo — especially when it came to taxes. [Privacy Notice: To protect the privacy of the individuals we speak with, names and certain identifying details have been changed, and while the stories are based on real conversations, personal information has been altered to maintain confidentiality.]

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