

David J. Perrotto
- Aug 27, 2018
- 4 min
7 reasons why you should meet with a Financial Advisor
a good financial advisor isn't going to sell you a specific product in order to make a commission. Instead, a quality advisor will liste


David J. Perrotto
- Aug 22, 2018
- 5 min
529 plans vs Permanent life insurance, what does it mean and how can I fund my child’s education bes
Where ever you place your child's college savings could impact his or her ability to attend college almost as much as grades and standardized test scores. According to Sallie Mae, the average family who saved for their children’s, saved 10,040 over three years, down from 13,408. Incredibly, 48% of families that saved for college, used a savings account and only 27% used Section 529 plans -- the college savings vehicle preferred by many families and financial advisers that off


David J. Perrotto
- Aug 13, 2018
- 4 min
Nine simple ways to build your wealth that work
Building actual wealth comes down to just a few simple habits, and the earlier you establish them in your life, the better your chances of reaching seven figures. Set your finances to autopilot. Putting your financial plan on autopilot will not only help you build wealth, it will save you time and mental energy. Automating your budget, bills, retirement, and investments will take a huge stress out of your life. You won’t need to worry where your money is going, what you need


David J. Perrotto
- Aug 6, 2018
- 6 min
Life Insurance Q and A
As an advisor, I get asked a lot of questions about life insurance, and polices that already are in force, so I put together a few Questions and Answers that I get asked the most about, and how each one effects the insured/owner. If you have any other questions, don't hesitate to give me a call. Q: I currently have a life insurance policy; could I get a better price elsewhere?
A: Short answer, most likely. The long answer is that it depends on quite a few factors, and there’