805-644-1224

Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

 

Related Content

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.