Trending in the Right Direction

melanie

January 9, 2018

Retirement

Data from Fidelity Investments shows that the average balance of 401(k) accounts broke records after increasing to $99,900 in the third quarter. The average balance of IRAs also jumped to a record-high of $103,500 during the same period...

melanie

January 4, 2018

Retirement

What’s Past is Prologue

melanie

January 4, 2018

Retirement

Something unexpected has been the shared experience for our most recent generation of retirees. The vast majority haven't been spending their retirement savings-leaving nest eggs mostly untouched and living on ready sources of income instead. However, future retirees may be less fortunate....

Search for Retirement Topics

Like What You See?

Name

First Name

Last Name

Email Address

More from Us

To read our extended views, please visit our other affiliated blogs:
Investment Edge
The Sharp Chartist
Retirement Gal

Permanent Articles

Ready, set….retire! 4 things to keep in mind as retirement approaches

Archive

DISCLAIMER

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.