Who We Are

The “sandwich” generation is a group of adults, typically between the ages of 30 and 50, who find themselves caught in the middle of caring for both their aging parents, who may be ill or in general need of financial support- and their own children, who require financial, physical, and emotional support. The typical American Sandwich Generation caregiver is:

  • Female
  • In her mid-40s
  • Married
  • Employed

Unfortunately, stereotypical parenting and gender roles have conditioned many American households to place the responsibility of the caregiver in working mothers in their 40s. Consequently, 70% of women and only 30% of men adopt this responsibility, according to a study conducted by the American Psychological Association in 2019.

Sandwich Generation Stressors

According to the same study, caregivers managing the well-being of two generations often experience stressors like burnout, sleep issues, guilt, depression, and anxiety that causes a personal toll on their well-being. Among caregivers who reported declining health, 63% said their eating habits became worse, 51% started taking more medications, and 58% said their exercise habits worsened. The mental stress can manifest in other harmful ways as well. Many Sandwich Generation caregivers experience:

  • Higher levels of stress hormones
  • More sick days
  • Weaker immune responses to influenza, or flu, vaccines
  • Higher risk for mental decline

InVestra is Here for You

Erin Eiras, CPFA and President of InVestra is passionate about serving individuals in this situation because when her father was diagnosed with a terminal brain tumor several years ago, she became part of the ‘sandwich generation’ herself. She learned first-hand that it was no easy feat, and has since felt called to guide other women through similar life transitions by being an ally and finding the balance and structure they need.

Our Comprehensive Wealth Management Services Include:

Education Planning:

College Planning
Education IRAs
UGMA’s
Financial Aid Planning
Coverdell ESAs
529 Plans

Retirement Planning:

Defined Contribution Plans
Defined Benefit Plans
Executive Compensation
Annuities
IRAs
Distribution Planning

Investment Planning:

Asset Allocation
Diversification
Risk Assessment
Tax Consequences
Portfolio Strategies
Risk Management

Financial Planning:

Asset Management
Insurance Protection
Long-Term Care
Insurance
Business Succession Plan
Cash-Flow Planning
Tax Planning
Insurance Assessment
Goals-Based Saving
Business Financial Planning

Estate Planning:

Will Planning*
Trust Planning*
Wealth Transfers*
Charitable Giving
Family Limited Partnerships*
High Net-Work Consulting

*InVestra Financial Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Contact Us to find out more about our Financial Management services.

Subscribe to our Complimentary Financial Newsletter.

Click to find out more on our financial planningasset managementestatetax and retirement planning. Also view our insurance and risk management services as well as our business services.

Ready to get started?

Click here to begin to build a plan for prosperity, or call 1-855-880-7878.

Let’s begin to build a plan for prosperity