Skip to Content
Investing Specialists

A 'Sandwich Generation' Couple Checks Their Retirement Readiness

With retirement 10 years away, streamlining and adding to bonds are key priorities.

Mentioned: , , , , , , , , ,

Amy and her husband Jeff have witnessed a lot of changes during the past few years, some happy, some not. At age 55 and 56, respectively, she and Jeff have had the thrill of sending two kids off to college, and their youngest, now 17, will head off to school next year. They've enjoyed successful careers, Amy as a marketing executive, now working part time, and Jeff as an administrator with a large hospital.

Yet as is typical with people in their age band, this couple has had to take the bad with the good. While Jeff's parents are still alive and well, Amy's mother passed away five years ago, and her father died last year.

Christine Benz has a position in the following securities mentioned above: VTRIX. Find out about Morningstar’s editorial policies.