At Pursuit Wealth Planning, we believe that every family should have the resources to make the best choices for their family. Navigating the challenges faced in the Sandwich generation shouldn’t upend your personal retirement success. Our goal is to help provide guidance and resources as you navigate your caregiving journey so that you can prioritize your family, your career, and your own retirement!
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One of the biggest decisions your family might have to make is around kids going to college. We have outlined some of the best steps to begin your college search. We also provide additional resources for answering questions about college fit and the financial component. Check it out!
Retirement is a significant milestone in life. One of the biggest decisions many retirees face is what to do about their living situation. Let's explore the factors to consider when making this decision.
70% of people age 65+ will need some type of long-term care during their lifetime. Whether it's for assistance with daily activities, ongoing medical needs, or specialized care for chronic conditions, planning for long-term care is essential.
Creating an estate plan is a proactive step towards securing your legacy and ensuring that your wishes are honored when you're no longer able to voice them yourself. Take your first steps now!
Supporting seniors in maintaining their independence, health, and overall well-being can be different for each person. Let’s explore the variety of options available and the support that can help you accomplish these goals. Learn more today!
The term "Sandwich Generation" refers to a unique demographic of individuals, typically in their 30s to 50s. If you’re a part of this group, you often find yourself “sandwiched” between the obligation to care for your aging parents (who may be ill, unable to perform various tasks, or in need of financial support) and your own children (who require financial, physical, and emotional support). As a result of taking on these dual responsibilities....
