RESOURCES FOR MID-CAREER INVESTORS
As you accomplish your career goals, you should also set and accomplish your own investment goals. Mid-career is likely the time you can maximize your investments for retirement: you are probably near your maximum earning potential, and you have time for your investments to grow before you will need to draw upon them in retirement. But you also probably have a lot of immediate demands on your time and finances. Balancing these competing interests can be difficult.
RESOURCES
The Balancing Act
Are you trying to balance the lifestyle you want now with the retirement you envision for the future?
At this stage in your career, you are in the second phase of planning for your retirement. As your own retirement comes into focus, are you comfortable with your investment decisions and overall financial preparation?
In addition to planning for your own retirement, you may also find that you are a part of the “Sandwich Generation,” a demographic essentially “caught in the middle” of raising children and caring for an elderly loved one. This situation can put a strain on your finances and you may find yourself reaching into your retirement savings to help you get through.
Conversation Starter: At the Office
- At the Office
Conversation Starters for Working Adults and Employers
The Sandwich Generation
Do you find yourself struggling to plan for your retirement while also helping children pay for college education and providing financial assistance to your parents? If so, you are part of the “Sandwich Generation,” the generation of adults responsible for their own needs as well as the care and support of both their dependent children and elderly family members.
