Here’s why listening to your gut instincts might steer you wrong.
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The Role of Life Insurance and Legacy Planning in the Sandwich Generation
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.
Continue readingGen Z Can’t Get Enough of Roth IRAs
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.
Continue readingWhy Retirement Happiness Is About Purpose and Connection
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.
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