David J. Perrotto
- Mar 5, 2018
- 3 min
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, 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
- Jan 8, 2018
- 4 min
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, 2017
- 4 min
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, 2017
- 5 min
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