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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
June 20, 2017
Retirement

Seek the Answers

melanie
June 20, 2017
Retirement

Advertisements frame retirement as an extended vacation, brimming with fulfillment of life-long passions and dreams. But for many people, retirement is more like driving on a long trip with question marks posted in places where road signs would help. One of the biggest questions is when to retire....

Source: https://www.soa.org/Files/Research/research-pen-big-question.pdf

Tagged: Retiremnt Planning

melanie
June 15, 2017
Retirement

The Average Cost of Senior Care in Every State

melanie
June 15, 2017
Retirement

Whether you or your partner are reaching the age where you're considering relocating to a senior living community or you have aging parents you believe need additional care, the cost of assisted living and other senior care services should be discussed, and a plan made should the need for care arise....

Tagged: Long Term Care, Healthcare in Retirement

melanie
June 13, 2017
Financial Planning, Retirement, Estate Planning

Don’t Count Your Chickens…

melanie
June 13, 2017
Financial Planning, Retirement, Estate Planning

The fact that almost 70 percent of young people expect to get an inheritance may mean they're in for an unpleasant surprise, since only 40 percent of their parents plan to leave one. That's according to new research from the Natixis U.S. Investor Survey....

Tagged: Inheritance, Retierement Planning, Millennials

melanie
June 8, 2017
Estate Planning

Preparation is Key

melanie
June 8, 2017
Estate Planning

A recent report from BMO Wealth Management says that the failure to prepare families for the financial transition that accompanies parents’ final transition can lead to family discord....

Source: http://www.fa-mag.com/news/when-wills-become-won-ts-32514.html?section=106

Tagged: Estate Planning, Trust, Will, Designated Beneficiaries

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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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