Advice For Life | Atlanta's Financial Planning Blog

Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  

5 Tips To Avoid The Sandwich Generation Squeeze

Thursday, February 05, 2015 Bookmark and Share

Susan and Derrick Friedman have reached their early 90s just as their four children have entered their retirement years. The Friedman siblings are part of the Sandwich Generation; Baby Boomers who may find themselves caught in a new financial paradox: how to retire while caring for both elderly parents and young adult kids— Millennials who still need financial assistance.

As life spans increase, so do the number of Baby Boomers who fit this description. A 2013 Pew Foundation survey found that half of the Baby Boomers have aging parents and are raising a young child or supporting a young adult. And at least 15% provide financial support for both their parents and children.

This new trend threatens to squeeze Boomers’ finances and put their retirement nest egg at risk—unless they learn how to navigate the looming pitfalls. That’s what the Friedman children did—with some assistance. They spoke to a geriatric consultant and gathered valuable tips about how they could avoid moving their parents into a costly retirement facility. 

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