#taxes

David J. Perrotto

Is your Financial Advisor truly tax friendly?

For most of us, tax season ends mid-April. The stress and preparation of going through a complete review of your finances for the year can b

David J. Perrotto

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

Approaching a Liquidity Event? What should you ask your Financial Advisor?

Liquidity events, such as a successful IPO, the sale of your company, are often large milestones for founders and entrepreneurs. The busines

Repairing Your Credit Score

How I saved over 700 a year on car insurance.

The Ultimate Financial Cheat Sheet at 30

The Ultimate Financial Cheat Sheet for college grads

David J. Perrotto

Staying the course

In this tumultuous and uncharted time these past two years, Perrotto Private Wealth knows it is important to have a long-term perspective

David J. Perrotto

An Innovative Way To Pay For Your Child's Retirement

An innovative way to pay for your child's retirement For many, COVID-19 has flipped their lives upside down. To say it's been a wake-up...

David J. Perrotto

What mistakes should you avoid in 2021 for a better financial life?

The primary thing that you need to look at in 2021 is that you need to cut down expenses and save as much as you can.

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