Planning for the Sandwich Generation

In the podcast, Senior Director of Sales Kevin Sweeney and National Director of Regional Planning Katherine Dean discuss the challenges facing many of those in the so-called “sandwich” generation (caring for aging parents and dealing with adult children who are still living at home) and offers tips on dealing with these issues.



Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various subsidiaries and affiliates.

This information is for educational purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Wells Fargo does not guarantee that the information supplied is complete or timely, undertake to advise you of any change in its opinion, or make any guarantees of future results obtained from its use.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.  


  
©2014 Wells Fargo & Company. All Rights Reserved

Kevin Sweeney

Senior Director of Sales



Katherine Dean, CFP®

Managing Director, Wealth Management Planning



Planning for the Sandwich Generation
August 30, 2013

In the podcast, Senior Director of Sales Kevin Sweeney and National Director of Regional Planning Katherine Dean discuss the challenges facing many of those in the so-called “sandwich” generation (caring for aging parents and dealing with adult children who are still living at home) and offers tips on dealing with these issues.

 

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.

Wells Fargo Wealth Management provides financial products and services through Wells Fargo Bank, N.A. and their various affiliates and subsidiaries. The information and opinions in these reports were prepared by the Investment Management arm of Wells Fargo Private Bank, a part of Wells Fargo Wealth Management and a division of Wells Fargo Bank, N.A.

Investments discussed in these reports may not be insured by the Federal Deposit Insurance Corporation and may be unsuitable for some investors depending on their specific investment objectives and financial position. These reports are not an offer to buy or sell, or a solicitation of an offer to buy or sell the securities or strategies mentioned.

Brokerage services offered by Wells Fargo Advisors, LLC. Wells Fargo Advisors, LLC, Member SIPC is a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

 

Investment Products: Not FDIC Insured, No Bank Guarantee, May Lose Value.