Financial Planning · 2024
Funding two generations at once
Sandwich-generation couple
3 of 3
Goals funded
2 yrs
Retirement delay
Closed
Coverage gaps
Overview
A couple supporting both college-bound children and aging parents needed a plan that served everyone without sacrificing their own retirement.
The situation
They were being pulled in three directions — tuition, elder care, and their own future — and feared that helping today meant working forever. No single account or product addressed all three at once.
Our approach
We built a unified plan with dedicated funding for education and care, right-sized insurance for the unexpected, and protected the retirement contributions that compound the longest.
The outcome
Both children were funded through school, the parents received the care they needed, and the couple stayed on track to retire only two years later than originally planned.
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