

David J. Perrotto
Mar 5, 20183 min read
The Right Way to Handle an Inheritance
Even if you are skilled at managing your money, it’s still important to take a breather and develop a financial plan. In the meantime, you c


David J. Perrotto
Feb 26, 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
Jan 8, 20184 min read
Traditional IRA vs. Roth IRA
An important question I always get asked is “Which retirement account should I open?” Let’s talk about the differences between a...


David J. Perrotto
Jul 24, 20174 min read
Five Financial Ideas On Your Work Anniversary
How time flies, it’s another work anniversary, and with that, a good time to reflect on where you are in your career both professionally and


David J. Perrotto
Apr 10, 20175 min read
6 Smart Ways to Financially Prepare for Your Post-Spouse Life
Given that women, as a group, live longer than men in all developed countries and even in the most undeveloped ones, women outlive men, some