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Mother on couch with baby and young daughter indicating they need to plan for their family’s future with the new baby.
Babies and Families

Finances for the sandwich generation

Penn and Kim Holderness get real about the challenges today's families face when it comes to financial planning. Find out what they learned when they asked a financial advisor the tough questions about what you don't see in your social media feed.
Penn and Kim Holderness speaking about how to care for aging parents.

You can't put a filter on the financial realities of life. Paying down debt, planning for retirement, saving for college, taking care of aging parents - how do you do it all at the same time? We've created a quick resource to help you better understand the financial realities families face today:

You can also download our quick guide, Real Life Has No Filter: Preparing for the Financial Realities of Life for checklists, tips and more information on how to approach real life financial challenges.

You can also check out more resources in the Protective Learning Center


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All Learning Center articles are general summaries that can be used when considering your financial future at various life stages. The information presented is for educational purposes and is meant to supplement other information specific to your situation. It is not intended as investment advice and does not necessarily represent the opinion of Protective or its subsidiaries.

Learning Center articles may describe services and financial products not offered by Protective or its subsidiaries. Descriptions of financial products contained in Learning Center articles are not intended to represent those offered by Protective or its subsidiaries.

Neither Protective nor its representatives offer legal or tax advice. We encourage you to consult with your financial adviser and legal or tax adviser regarding your individual situations before making investment, social security, retirement planning, and tax-related decisions. For information about Protective and its products and services, visit

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