Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Tax Efficiency in Retirement What role would taxes play in your investment decisions? Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.