Finding the Balance Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Related Content Net Unrealized Appreciation (NUA) Explained Have you considered the special tax treatment on company stock held in a 401(k) plan? Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years. Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.