Millennials, born between 1981 and 1996, find themselves increasingly in the Sandwich Generation. Many are still raising young children or supporting adult kids, while also caring for their aging parents. This dual role can be financially, emotionally, and physically taxing.

These challenges, which involve a delicate balance among wealth management, legacy preservation, and estate planning, necessitate the purchase of insurance. Amid the complexities of care and financial preservation, various types of insurance play a significant role in providing protection, with life insurance as the foundation.

By Anne Tergesen

August 28, 2026

Gen Z is the Roth generation.

The youngest savers are flocking to Roth individual retirement accounts, taking advice from their parents and social-media influencers touting the tax-free growth the accounts offer.

Andrew Rosen, Contributor

Retirement is no longer defined solely by reaching a savings goal or walking away from a full-time job. Increasingly, research suggests that happiness in retirement depends on more than just money. Factors like social connection, emotional wellbeing, daily purpose, and reliable income have emerged as powerful drivers of post-career satisfaction.

David Rae, Contributor

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice? The truth may surprise and cost you.

Is your tax preparer giving you tax planning advice? For that matter is your financial advisor giving you tax planning advice?

Many people confuse filing their taxes with doing tax planning. These are two very different services; ignoring this fact can cause you to be forced to leave the IRS a huge tip. Each year, around April 15, millions of Americans are forced to file their taxes; there is literally a deadline and penalties for not filing in a timely manner. However, no such deadlines or direct penalties exist for not doing proactive tax planning. That being said, the costs of not at least exploring the tax strategies available to you can be devastating for your financial security.