Associate Advisor – Courtney Beach, shares her takeaways from a recent event with Fidelity Investments where they discussed planning for the “Sandwich Generation”.

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Fidelity Investments On Location: Supporting the Sandwich Generation

Fidelity Investments recently launched its On Location program to provide support to the Sandwich Generation, a term used to describe those who are responsible for caring for their children and aging parents at the same time. The program, which is available at select Fidelity locations, provides a variety of resources to help this group of individuals manage their financial and emotional responsibilities.

The Sandwich Generation often finds itself struggling to balance the financial and emotional needs of both their children and aging parents. Fidelity Investments On Location is designed to provide a comprehensive suite of services to help with this struggle. The program includes financial advice, educational resources, and emotional support.

Financial advice is provided by Fidelity’s team of certified financial planners and advisors. They are available to assist the Sandwich Generation with their unique financial needs, such as budgeting, saving, and investing. They can also provide advice on retirement planning and other long-term financial goals.

In addition to financial advice, Fidelity Investments On Location also offers a variety of educational resources. These include seminars and workshops on topics such as retirement planning, long-term care, and estate planning. They also provide access to online tools and resources to help with budgeting, saving, and investing.

Finally, Fidelity Investments On Location provides emotional support to the Sandwich Generation. Their team of counselors and therapists are available to provide individual counseling and group support. They can help the Sandwich Generation manage their stress and anxiety, as well as provide guidance on how to better communicate with their family members.

Fidelity Investments On Location is a great resource for the Sandwich Generation. The program provides comprehensive financial and emotional support to help them manage their unique responsibilities. From financial advice to emotional support, Fidelity Investments On Location is there to help the Sandwich Generation navigate their complex lives.