Λεπτομέρειες βιβλιογραφικής εγγραφής
| Τίτλος: |
How the Sandwich Generation is Reshaping the Financial Planning Conversation for Advisors and Clients. |
| Συγγραφείς: |
Snelling, Sherri |
| Πηγή: |
Journal of Financial Service Professionals; Jul2026, Vol. 80 Issue 4, p12-16, 5p |
| Θεματικοί όροι: |
Financial planning, Caregivers, Financial planners, Family planning, Wealth management services, Management science, Residential patterns |
| Γεωγραφικοί όροι: |
United States |
| Περίληψη: |
Among the 63 million family caregivers in the U.S., almost one-third are known as the sandwich generation, defined as those who care simultaneously for children and older family members, including parents and grandparents. Almost half of these caregivers are providing financial support for two generations, and many of the costs associated with caregiving were not planned for with financial advisors. The sandwich generation is changing workplace policies, housing trends, and more. It is also forcing financial advisors to evolve, shifting their focus from isolated goals, like retirement or college tuition, toward holistic wealth management viewed through the lens of family planning. [ABSTRACT FROM AUTHOR] |
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| Βάση Δεδομένων: |
Complementary Index |