Quarterly Newsletter

 

Summer 2017

Inside This Issue …

  • The Sandwich Generation: The Financial Impact of Supporting Children and Aging Parents
  • 15th Annual Charity Golf Tournament
  • KUDOS! Tami Miceli & feedOne
  • Oh, Baby! Introducing Luke Peabody
  • Staff Spotlight – Meet Our Newest Members
  • Summit U: Teens & Money
  • Summit & Donor Motivation Unite

The Sandwich Generation: The Financial Impact of Supporting Children and Aging Parents 

The best laid retirement plans are easily derailed by unexpected expenses. The derailment can be caused by a myriad of situations, but one of the more common occurs when the kids go off to college and aging parents need financial assistance simultaneously. While few people build this scenario into their planning, it happens often enough that it merits consideration as you map your financial independence. Consider this cautionary tale…

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Spring 2017
Winter 2017
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Summer 2016
Spring 2016
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Fall 2015
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Summer 2014
Spring 2014