Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Were you raised with the money taboo? Many people are taught from a young age not to speak openly and honestly about money, even with their loved ones. This might not seem like a big deal, but the money taboo has real consequences.
A couple become Retirement Plan Detectives, searching records from old employers.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.