Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Time and market performance may subtly and slowly imbalance your portfolio.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.