#taxes

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

Dec 10, 20183 min read

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

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

David J. Perrotto

Feb 27, 20173 min read

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

Mar 16, 20224 min read

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

Sep 30, 20215 min read

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.

David J. Perrotto

Feb 19, 20214 min read