Strategies to Feel Wealthy in 2023: Insights from Financial Planning Expert
Wednesday, 27 March 2024, 17:00
Strategies for Financial Security
According to Edelman Financial Engines, only 14% of Americans feel wealthy in 2023, posing challenges for the 'sandwich generation'.
Financial Stress Impact
Andy Smith, from Edelman Financial Engines, emphasizes working with a fiduciary for tailored financial planning that aligns with individual needs.
- Highlighting the importance of addressing multiple financial goals, including retirement and family planning.
- Proactive Financial Planning: Running towards financial problems instead of avoiding them can lead to a better financial outlook.
Expert Insights
Andy Smith advises collaborating with professionals who prioritize your best interests for a financially secure future.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.