Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Comprehensive financial planning is a prerequisite for anyone considering investing. “Like the foundation of a house, financial planning is the basis from which you design the portfolio,” she says. “Solid financial planning provides purpose to the portfolio and prepares for a downturn.”
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.