Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Bonds may outperform stocks one year only to have stocks rebound the next.
When you think of planning for retirement, like most individuals, you probably visualize a number. The reality is that most individuals think in terms of an account balance at retirement.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?