Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?