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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC. a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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Tales of the Sandwich Generation

June 13, 2013

Many baby boomers find themselves in a rather uncomfortable financial position. Just when they were planning to arrive at the finish line of retirement, they step off course to help an aging parent, adult child, or both. While these situations are never ideal, smart boomers are coming up with creative ways to make the most of being the “sandwich generation,” for their families and their finances.

For many nearing retirement, downsizing to a smaller, easier-to-care for home is a logical next step—it can save time and money by eliminating the extra effort and expense of a family sized house that is no longer necessary. But, when it comes to retirement, one size rarely fits all.

Recently a baby boomer couple came into my office with the exact opposite plan: to move into a larger house in need of renovations. How could this possibly make sense for them? As it turned out, this sandwich generation family’s decision was not only a necessary move, but a smart one financially.


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