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Balancing the Needs of Children, Parents, and Yourself: How to Thrive in the Sandwich Years.


In times that have been referred to as the sandwich years, 20 million baby boomers and 78 million to of that generation to follow, already find themselves caring for elderly parents as well as for themselves and their children.

PDI Global, Inc., formerly Practice Development Institute, Inc., has created a financial planning guide for those caught in this financial triangle. Balancing the Needs of Children, Parents, and Yourself: How to Thrive in the Sandwich Years looks at the difficult issues involved and shows how careful planning can provide the financial resources needed to meet this challenge. Topics covered by the guide include executing power of attorney, selecting a guardian, paying for long-term care, planning for retirement, saving for a child's education, developing an estate plan, and working with a professional advisor.

Balancing the Needs of Children, Parents, and Yourself features a retirement planning worksheet, fullcolor design and covers that can be personalized inside and out with a firm's logo, a profile, and other information.

The 32-page booklet can be found by visiting www.pdiglobal.com/ guides.html.

COPYRIGHT 2004 Florida Bar
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2004 Gale, Cengage Learning. All rights reserved.

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Publication:Florida Bar Journal
Date:Jan 1, 2004
Words:177
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