Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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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.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.