Video Blog

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Building Lasting Relationships

building lasting relationshipsThe most successful financial planning focuses on building lasting relationships. We strive to develop long-term collaborative relationships with our clients, based on mutual respect. So, your success becomes our success.

Certified Financial Planner practitioner Jim Mailliard shares a recent experience to illustrate this point. In this brief video, he talks about mentoring young men battling substance abuse. Those interactions, he explains, helped him recognize one of his key professional skills. Providing a calming presence when life gets challenging.

 

Building lasting relationships sometimes means providing a calming presence when life gets challenging.

By |June 3rd, 2019|Financial Planning, Video Blog|

Secure Personal Data

Secure personal dataIt may seem complicated to secure personal data on all your electronic devices. Shannon Curkendoll, operations manager and portfolio administrator, offers simple tips to make the task less daunting. Take a moment to watch her brief video. She explains how to lock your devices and create strong passwords you can remember.

 

 

For more great insight on how to secure personal data, check out Shannon’s article on how to understand and reduce Wi-Fi risk.

Understand and Reduce Wi-Fi Risk

By |May 6th, 2019|Current Affairs, Video Blog|

Create Your Life Map

Wouldn’t it be great if life came with a map and instructions? When you’re setting goals, how do you plan to get from point A to point B? In this brief video, Financial Planner Patrick Eng talks about the benefits of having a life map (a.k.a. financial plan) to help you navigate life’s ups and downs every step of the way. At Perspective, we know life happens and we can help you create a life map to help when it does.

 

The Perspective Team can help you create your life map.

The Perspective Team can help you create your life map.

Learn about the six key elements of our financial planning philosophy, our process in working with clients, and our investment strategy on our “How We Do It” page.

How We Do It

By |April 8th, 2019|Financial Planning, Video Blog|

Retirement and Required Minimum Distributions

retirement and required minimum distributions Certified Financial Planner practitioner Mike Larriva talks about your retirement and required minimum distributions (RMDs). In this short video, he offers a quick planning tip that’s worth your time. Taking his suggestion could help make settling your affairs less complicated for your loved ones when you pass away.

For a more in-depth explanation of your retirement and required minimum distributions, read our article, “Understanding RMDs,” below the video. You can also click here to visit IRS.gov for more details on RMDs.

 

Understanding RMDs

By |March 21st, 2019|Retirement, Video Blog|