Two forces compel and inspire you to invest well into the future – establishing your own family while honoring your parents by giving back. Welcome to the Sandwich Generation, a very opportune occasion where you are driven to succeed no matter what. Here, you look out for both your capacity to be healthy and wealthy as you provide for two generations of your brood. Even with an established portfolio, you seize the chances to make your money work even harder through diversification, discipline, and consistency. Because you cannot let those who depend on you down.
In financial planning, the first step is knowing where you stand. We’ve listed four life stages as guide for you to identify your current status. The first two life stages can be found here: Getting Started and Moving Up. Stay tuned for the fourth life stage!
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