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Blogs

Couple walking in a field with the ocean in the background
Dec 4, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Man reading newspaper next to laptop and phone
Nov 28, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Set of keys beside miniature house
Nov 27, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.
Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Aug 1, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It’s the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper.
Navigating the Post-Cancellation Era of Student Loans
Jul 3, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan. So, where does that leave you and your outstanding student loans?
5 Amazing Places to Retire Outside of the U.S.
Jun 1, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?

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About Us

We are dedicated to providing strategic financial planning and investment management that is right for you.

Our Office

3655 Nobel Drive #510
San Diego CA  92122

E: Team@salientwealthplanning.com
P: 858-768-0096

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Privacy Policy

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Fidelity Investments is unaffiliated with Salient Wealth Planning (SWP) and the other third parties listed.  Fidelity is a service provider to SWP.  There is no form of legal partnership, agency affiliation, or similar relationship between SWP and Fidelity, nor is such a relationship created or implied by the information herein.  1110700.1.0

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