The Sandwich Generation

Young Kids, Ageing Parents!

The experts say that our capacity to earn money probably peaks, around our late 40s. Would you agree with that? Well it’s also true for many in this age category to find that they’re also very exposed with expensive outgoings. Just think, you’re earning decent money but you’ve got an expensive mortgage, a young family of dependent children, you’re running 2 cars, meeting school fees, club memberships etc. In addition many mature adults now find that their parent/s have survived to their late 70s and beyond, but there are growing concerns around their ability to live independently.

How do we manage the competing draw on our money? How will we finance our kids’ education and manage the costs associated with our parents needing fulltime care or moving in with us? Our Financial Advisor, Brendan Bartley deals sympathetically with the issues, and suggests possible financial approaches and solutions around financing through this transition of our lives. 


 

The webinar will be available for all NAME employees to watch from DATE and will remain available for 30 days. 

In addition to the webinar, we have created a useful handout which you can print out and refer back to. In this handout, we cover some of the key points in our presentation.