Strategies to Feel Wealthy in 2023: Insights from Financial Planning Expert

Wednesday, 27 March 2024, 17:00
Discover the challenges faced by Americans in achieving financial security in 2023, especially for the 'sandwich generation'. Learn from Andy Smith, the executive director at Edelman Financial Engines, about setting up strategies to enhance financial security and reduce stress. Working with a fiduciary for goal planning can provide long-term benefits and alleviate anxieties about retirement and family financial planning. Find out how to feel more financially secure by adopting a proactive approach to financial planning and problem-solving.
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Strategies to Feel Wealthy in 2023: Insights from Financial Planning Expert

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.
  1. 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.

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