David J. Perrotto
- Jan 14, 2019
- 3 min
Reasons why you should fire your advisor, and start looking for a new one
To put it bluntly, many consumers trust their advisors with one of the most precious things in their lives’, their retirement. The differenc
David J. Perrotto
- Jun 11, 2018
- 4 min
Millennials: How to invest when you are on a tight budget
For most millennials, investing as soon as they get out of college is almost impossible. In their most recent survey, the National Associati
David J. Perrotto
- Feb 5, 2018
- 5 min
Types of retirement accounts
SEP. IRA. HSA. 401K. 403B. How much should you put into your company 401k? How much money can you afford to put into an HSA? What is the...
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...
