My clients Ben and Sarah came into the office recently. At 60 years old, they’ve worked hard their whole lives to save up $1.5 million, and they’re seriously starting to think about retirement. But, will that $1.5 million really be enough for them to meet their lifestyle goals and enjoy retirement on their terms? Let’s find out.
Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. "Sandwich generation" refers to individuals caring for their aging parents and children simultaneously.
When most people think about retirement, their 401(k) is often the first account that comes to mind. For many, it’s the single largest piece of their retirement nest egg and the result of years, even decades, of saving and investing while working.
