David J. Perrotto
Jan 14, 20193 min read
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, 20184 min read
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, 20185 min read
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, 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...
