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Financial Perspectives

Home
About Us
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Financial Planning
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--Women and Finances
Perspectives
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Retirement Corner
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RETIREMENT CORNER

melanie
March 9, 2017
Retirement

Tenets of Financial Planning for Retirement

melanie
March 9, 2017
Retirement

Financial planning for retirement is no different than any planning done for other life goals such as buying your first house or paying for your child’s undergraduate education. In all, you and your goals are the focus of the planning process....

Tagged: Retirement Planning, Financial Planning

melanie
March 7, 2017
Retirement

How Much is Enough?

melanie
March 7, 2017
Retirement

When tackling the question of how much money to have saved up for retirement, there are 2 ways to think about this. The first is what I’d call the stockpiling mentality. The thought here is you save diligently until your funds reach a certain monetary level, usually your comfort zone for retiring....

Tagged: Retirement Savings, Retirement Income, Retirement Expenses

melanie
March 2, 2017
Retirement

Ins and Outs of In-Retirement Withdrawals

melanie
March 2, 2017
Retirement

It’s one of the first questions I’m asked when someone first comes in for retirement planning. Being used to working and receiving a paycheck on a regular basis, where will my “paycheck” come from now?...

Tagged: Retirement Income, Traditional IRA, Roth IRA, Taxes, Required Minimum Distribution

melanie
February 28, 2017
Retirement

Location, Location, Location

melanie
February 28, 2017
Retirement

Location is not just the answer when it comes to the top 3 things to consider when buying real estate. When it comes to retirement it also has an impact on your spending. In a recent report released by the Employee Benefit Research Institute, median spending by different areas of the country was calculated for ages 50 and over....

Tagged: Retirement Planning, Retirement Expenses

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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.
The information provided on the Blog is provided for informational purposes only and should not be used as a substitute for personalized professional investment advice. Participation in any way with the Blog does not constitute an investment advisory, financial or retirement planning engagement. You should consult with your investment adviser or another financial professional before making any investment decisions. While all information on the Blog is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information. From time to time general investment guidance may be given in the Blog in response to questions asked by readers of the Blog. There is no guarantee as to the risk, returns, and performance of any investments referenced herein.

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