February - 2018

8 Smart Ways to Spend Your Tax Refund

Last year the average tax refund was $2,857. It's the biggest lump sum most people will get in a year. Here are 8 smart ways to spend yo

David J. Perrotto

Feb 26, 20183 min read

What does investing actually mean? When you hand money over to a broker, bank, or advisor, and they say we want to "diversify your...

David J. Perrotto

Feb 13, 20184 min read

SEP. IRA. HSA. 401K. 403B. How much should you put into your company 401k? How much money can you afford to put into an HSA? What is the...

David J. Perrotto

Feb 5, 20185 min read

In this tumultuous and uncharted time these past two years, Perrotto Private Wealth knows it is important to have a long-term perspective

David J. Perrotto

Mar 16, 20224 min read

An innovative way to pay for your child's retirement For many, COVID-19 has flipped their lives upside down. To say it's been a wake-up...

David J. Perrotto

Sep 30, 20215 min read

The primary thing that you need to look at in 2021 is that you need to cut down expenses and save as much as you can.

David J. Perrotto

Feb 19, 20214 min read