

David J. Perrotto
- Sep 25, 2017
- 3 min
What to do when you’ve experienced a loss
Losing a loved one can be a very overwhelming and emotional time. Beyond the emotional challenges, you may also find yourself dealing with a seemingly endless number of financial and legal matters that you might not have anticipated or even been aware of. Grief can make it difficult to focus on priorities and take action. I have included some steps you may need to take, the documents you might need to locate, and the organizations, companies, and people you may need to contac


David J. Perrotto
- Sep 11, 2017
- 4 min
The Ultimate Financial Cheat Sheet for college grads
In a more perfect world, every college degree would come with a life manual for navigating the world of financial obligations. Financial decisions that you make now, and those that are avoided in your 20's will carry weight for decades. Sadly, this doesn’t happen and most people are not aware of what pitfalls to avoid, and what positive habits they should build to enforce the next 50 years of their lives. First things first. Start an Emergency Fund. This by far is the most im