Be WELLthy Blog

Finances for the Sandwich Generation

By Celia Meagher, CFP^® | Sep 29, 2025 |

Managing finances for the sandwich generation includes balancing kids’ needs, aging parents’ care, and your own retirement security.

September 22, 2025 |

Manage MAGI to reduce Medicare IRMAA surcharges. Smart strategies for income, retirement, and tax planning in retirement.

September 17, 2025 |

Plan to manage new expenses, rebuild savings, and maximize benefits for long-term financial success when you return to work.

September 15, 2025 |

Talk with your child about a prenup in a way that protects family legacy while supporting love, clarity, and trust.

September 10, 2025 |

Closing the wealth gap between women and men starts with actionable strategies, equitable policies, and approachable financial education.

September 08, 2025 |

Founders and early-stage equity holders should ask these 21 questions before reinvesting in their company post-sale.

September 02, 2025 |

Year-end tax planning strategies to help manage liabilities, deductions, and set the stage for long-term financial success.

August 27, 2025 |

Owned your home for two of the past five years? You may qualify for valuable tax benefits when you sell your home.

August 25, 2025 |

Budgeting in college is about learning how to make the most of every dollar. Build money habits early.

August 18, 2025 |

Before agreeing to rollover equity in a buyout, weigh the risks, liquidity, tax impact, and control. See how it serves your next chapter.