
David J. Perrotto
- Oct 22, 2018
- 5 min
The Ultimate Financial Cheat Sheet at 40
Many people have no gauge on where they should be at their age, nor do they have a benchmark, or a simple playbook to look at to see where t


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
- Jul 16, 2018
- 3 min
What is a diminished value claim?
What is a diminished value claim? How can I claim it? It's a little-known insurance payout. It amounts to compensation for the loss of y


David J. Perrotto
- Feb 26, 2018
- 3 min
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 13, 2018
- 4 min
What does investing actually mean?
What does investing actually mean? When you hand money over to a broker, bank, or advisor, and they say we want to "diversify your...