Are You a Member of the Sandwich Generation?
In addition to looking after your own financial needs, are you also responsible for the care and support of dependent children and elderly family members? If so, you are part of the “Sandwich Generation” and will likely face difficult financial decisions when balancing your own economic needs with the needs of your family.
Are You Financially Prepared?
Can you afford your own retirement? This may depend on whether you plan to pay for your children’s post-secondary education and if you are, or will be, caring for elderly family members. As a member of the Sandwich Generation, you will be affected by the financial security of your children and your parents. Rising education and health care costs require you to plan ahead so that you can create the financial future that you and your family want and will need.
Investing is an important part of one’s financial security and deserves further consideration. How can you avoid feeling caught in the middle? Click on these topics and learn what you can do:
View the full Caught in the Middle booklet (PDF).
Content developed with the North American Securities Administrators Association (NASAA).