Several studies show that happiness levels increase as an individual earns more until reaching about $75,000 in annual salary. No matter how much over $75,000 people earn, they don’t report feeling happier. Typically, financial advisor conversations are centered around how to achieve financial goals. This can be done by saving money, living a healthy and affordable lifestyle, and having a fee-only investment advisor tailor a strategy to meet the overall financial plan.
This investing guide provides a clear blueprint to help you grow your wealth with confidence. Successful investing doesn’t have to be complicated, but it does need to be intentional. The key to long-term success is starting with a financial plan that keeps you on track no matter what the markets are doing, then implementing an investment strategy built around your goals.
Not all financial advisors are held to the same standard. Some must act as fiduciaries, putting your best interests first, while others only need to meet the suitability standard. This guide explains the differences and the key questions to ask before choosing an advisor.
In recent weeks, Aretha Franklin passed away without an estate plan in place. She is not alone. According to a 2017 survey from Caring.com, over 60% of Americans do not have a living will or trust established. No matter if you live in Los Angeles or anywhere else in the US, estate planning is one of the most important areas of financial planning. Building and maintaining your estate plan is the only way to ensure your wishes are met and loved ones are taken care of. An estate plan is also essential for maximizing your health care quality and protecting your wealth if you become incapacitated. Here are some common fallacies when it comes to estate planning.
A retirement planning roadmap gives you the confidence and flexibility to enjoy the years ahead. At Safe Landing Financial, we design strategies that prepare you for life’s uncertainties while keeping you focused on your long-term goals. Our goal is to give you the peace of mind to enjoy retirement on your terms. Here’s what our retirement roadmap includes:
