Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Related Content Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.