

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
Oct 22, 20185 min read


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 27, 20184 min read


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
Jul 16, 20183 min read


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?
​​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