Massie Financial Planning recognizes the unique challenges faced by the sandwich generation, who are often balancing the care of aging parents with supporting their own children, all while planning for their retirement. Early retirement, whether by choice or circumstance, can significantly impact this delicate balance.

Massie Financial Planning understands the unique challenges faced by the sandwich generation, who must plan for their retirement while supporting both their children and aging parents. Determining whether you are on track for retirement involves several key steps:

If you ever feel like you’re “sandwiched” between taking care of your children and caring for older parents, you’re part of the “sandwich” generation. While this term can refer to people who are still raising young, school-aged children at home, it also encapsulates adults who have financially dependent (or partially dependent) adult children.

Whether you're envisioning relaxed evenings by the Potomac or dreaming about your next great international adventure, here's a tailored checklist that ensures your golden years and your loved ones are well cared for.