Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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Upcoming Events

We are pleased to invite you to the second session of our Planning with Purpose Series, Social Security. This session will provide practical guidance on how Social Security retirement benefits are calculated and the factors that may impact your benefits. We’ll explore options for married couples and divorced individuals, as well as how taxes can affect your retirement income and overall retirement plan.
October 21, 2026
12:00p - 1:00p

We are pleased to invite you to the fourth session of our Planning with Purpose Series: Long Term Care. During this session, we’ll explore the financial and family considerations that come with the need for long-term care, strategies for funding your plan, and what to look for in a solution. Join us to learn how proactive planning can help protect your assets and preserve your independence. Click on the title to the left to see the details about the series!
November 4, 2026
12:00p - 1:00p

We are pleased to invite you to the fifth session of our Planning with Purpose Series: Medicare. This session will provide an overview of the different types of Medicare coverage, including Original Medicare, Medicare Supplement plans, Medicare Advantage, and prescription drug coverage. We’ll discuss how costs and claims are handled, along with Medicare premiums, IRMAA, and important enrollment considerations to help you make informed decisions about your healthcare options.
November 18, 2026
12:00p - 1:00p

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Finding the Balance

Free Retirement Guide

Related Content

Roth 401(k) vs. Traditional 401(k)

Asset Allocation

Exit Strategies of the Rich and Famous