About 23% of Americans (and over 50% Americans in their 40s!) care for BOTH their children and their aging parents—they are “The Sandwich Generation.” What are the financial issues of this life circumstance? What are the conversations that need to take place? How can we best serve our parents and our children during this time? In our new podcast, “Financial Considerations for the Sandwich Generation” John Brummitt discusses all of this, and more, with other NAFWB leaders, Don Matchett (Director of Development for IMInc.) and Eric Thomsen (Editing Director of ONE Magazine).
Beneficiary
A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the account holder’s death. Financial terms
