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Solutions For The Sandwich Generation

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Executive Summary

If you're part of the Sandwich Generation, you've got a lot on your plate. Your natural inclination might be to serve yourself last, but that can jeopardize not only your financial health, but also your physical and mental well-being. If it's important for you to be there for your family when they need you, then don't forget to take care of yourself first. Put a plan in place for your own retirement. Take advantage of employer-provided retirement accounts, at least up to the point of any matching contribution. Be sure to max out on a traditional deductible IRA or Roth IRA if you're eligible, or a small business retirement plan if you're self-employed. Put excess savings into your brokerage account.

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