Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.