John and Mary, 38 and 42 respectively, are working professionals in the San Diego region. John is a senior engineer at Qualcomm and Mary is a data scientist at a small biotech company. They would like to save for their daughter and son’s college education, but they are not sure how much they should set aside for this goal. Furthermore, Mary has a significant number of restricted shares in her company and would like to know when and how to liquidate this position. She has stated that her company is considering going public in 2-5 years. Finally, they would like to explore the idea of purchasing an investment property before they retire in their early 60s.