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Financial Perspectives

Home
About Us
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Investment Management
Financial Planning
--Retirement Planning
--Women and Finances
Perspectives
Investment Edge
Retirement Corner
Events
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RETIREMENT CORNER

melanie
September 8, 2016
Financial Planning, Investments

Who Wants to be a Millionaire?

melanie
September 8, 2016
Financial Planning, Investments

Do you have the mindset of a millionaire in the making? Check to see if your habits align with that of Money’s “12 Habits of Millionaires That You Should Adopt Right Now.” The infographic below lists a dozen characteristics shared by those that have built 7+ figure portfolios....

Tagged: Retirement Savings, Financial Planning

melanie
September 1, 2016
Retirement, Taxes

Picked Up On Waivers

melanie
September 1, 2016
Retirement, Taxes

Some favorable news from the IRS this week…

The revenue service unveiled a new procedure Wednesday to help people who accidentally miss the 60-day time limit for rolling over their retirement plan distributions into another qualified retirement plan or IRA....

Tagged: Taxes, IRA, IRA Rollover

melanie
August 30, 2016
Financial Planning

Tuition Woes

melanie
August 30, 2016
Financial Planning

The end of summer is nearing, and with that parents across the country are in the process of that time honored tradition of sending their children off to universities and colleges. Well before they’ve dropped their students off, however, they most likely had to write that first tuition check; some might still be recovering from the sticker shock....

Tagged: College Funding

melanie
August 25, 2016
Retirement

It Takes all Kinds

melanie
August 25, 2016
Retirement

In their latest annual survey on workers’ attitudes towards retirement, the Transamerica Center for Retirement Studies (TCRS) found that the traditional 3-legged stool analogy for the main sources of retirement income has (likely by necessity) grown some additional legs....

Tagged: Retirement Income, Social Security

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Financial Perspectives, Inc. (“FPI”) is a state registered investment adviser located in the State of California. FPI and its representatives are in compliance with the current registration requirements imposed upon state registered investment advisers by those states in which FPI maintains clients. FPI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. All information on this website (“Blog”) is the sole intellectual property of FPI.
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