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Sandwich Generation Couple Plots Transition to Retirement

Morningstar Articles

Tue, 21 May 2013

Portfolio Makeover Profile Investors: Frank and Cynthia | Ages: 58 and 59 Assets:  $643,943 |  Key Financial Goals: Transitioning to Retirement, Completing College Funding Frank and his wife Cynthia, both in their late 50s, represent the so-called sandwich generation to a T. Their son has already g

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