Summer is Peak Season for Raiding Retirement Funds
Summertime is for fun and relaxation, right? Not so for wealth advisers.
For them, it’s the time of the year when the number of account holders raiding their retirement accounts tends to rise, a nervous-making trend that has only accelerated over the past few years.
And then there’s the “sandwich generation:” people in their 40s and 50s who have financial obligations to their children as well as their aging parents.
Navigating all these obstacles to saving is not something that is easy to do alone.