RESOURCES FOR MID-CAREER INVESTORS

As your career comes into focus, so too should your eventual retirement. Are you comfortable with your investment decisions and overall financial preparation you’ve made so far? In addition to the balancing act between your work and family life, 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. Mid-career investors are balancing a lot on their plates.

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.

Learn How to Perform the Balancing Act.

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.

Learn More