Academic Journal
How the Sandwich Generation is Reshaping the Financial Planning Conversation for Advisors and Clients.
| 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] |
| Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.) | |
| Βάση Δεδομένων: | Complementary Index |
| FullText | Text: Availability: 0 |
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| Header | DbId: edb DbLabel: Complementary Index An: 195099108 RelevancyScore: 1141 AccessLevel: 6 PubType: Academic Journal PubTypeId: academicJournal PreciseRelevancyScore: 1140.76818847656 |
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| Items | – Name: Title Label: Title Group: Ti Data: How the Sandwich Generation is Reshaping the Financial Planning Conversation for Advisors and Clients. – Name: Author Label: Authors Group: Au Data: <searchLink fieldCode="AR" term="%22Snelling%2C+Sherri%22">Snelling, Sherri</searchLink> – Name: TitleSource Label: Source Group: Src Data: Journal of Financial Service Professionals; Jul2026, Vol. 80 Issue 4, p12-16, 5p – Name: Subject Label: Subject Terms Group: Su Data: <searchLink fieldCode="DE" term="%22Financial+planning%22">Financial planning</searchLink><br /><searchLink fieldCode="DE" term="%22Caregivers%22">Caregivers</searchLink><br /><searchLink fieldCode="DE" term="%22Financial+planners%22">Financial planners</searchLink><br /><searchLink fieldCode="DE" term="%22Family+planning%22">Family planning</searchLink><br /><searchLink fieldCode="DE" term="%22Wealth+management+services%22">Wealth management services</searchLink><br /><searchLink fieldCode="DE" term="%22Management+science%22">Management science</searchLink><br /><searchLink fieldCode="DE" term="%22Residential+patterns%22">Residential patterns</searchLink> – Name: SubjectGeographic Label: Geographic Terms Group: Su Data: <searchLink fieldCode="DE" term="%22United+States%22">United States</searchLink> – Name: Abstract Label: Abstract Group: Ab Data: 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] – Name: Abstract Label: Group: Ab Data: <i>Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract.</i> (Copyright applies to all Abstracts.) |
| PLink | https://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edb&AN=195099108 |
| RecordInfo | BibRecord: BibEntity: Languages: – Code: eng Text: English PhysicalDescription: Pagination: PageCount: 5 StartPage: 12 Subjects: – SubjectFull: United States Type: general – SubjectFull: Financial planning Type: general – SubjectFull: Caregivers Type: general – SubjectFull: Financial planners Type: general – SubjectFull: Family planning Type: general – SubjectFull: Wealth management services Type: general – SubjectFull: Management science Type: general – SubjectFull: Residential patterns Type: general Titles: – TitleFull: How the Sandwich Generation is Reshaping the Financial Planning Conversation for Advisors and Clients. Type: main BibRelationships: HasContributorRelationships: – PersonEntity: Name: NameFull: Snelling, Sherri IsPartOfRelationships: – BibEntity: Dates: – D: 01 M: 07 Text: Jul2026 Type: published Y: 2026 Identifiers: – Type: issn-print Value: 15371816 Numbering: – Type: volume Value: 80 – Type: issue Value: 4 Titles: – TitleFull: Journal of Financial Service Professionals Type: main |
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