Financial planning covers a myriad of subjects, each important to taking control of your personal finances. Tying it all together so you can see the "big picture" can feel like a tremendous task. In these ever-changing economic times, you need to be able to keep on top of all areas that can affect this picture. Here at Financial Perspectives, we have over 3 decades of combined experience in doing exactly this. In the videos below, we share our unique view on what we think works when it comes to resolving some of the most pressing financial planning issues and helping our clients successfully reach their financial goals.

financial planning toolbox

Retirement Planning - Beyond the 4 Percent Rule

A leading Bay Area Retirement Planning specialist discusses the potential danger of relying on the 4 percent rule in retirement and alternative solutions

Financial Planning: A Roadmap to your Financial Goals

An overview of the basics of the financial planning process and the key elements of the financial plan: net worth/cash flow, insurance, tax planning, investment planning, retirement planning and estate planning

Retirement Corner: Rollout of myRA Accounts

This is an introduction to the new myRA (my Retirement Account) program. It highlights what is good and what is not so good about this new government-run retirement plan.