Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.
There is nothing to fear but fear itself, especially when it comes to personal finances.