Helping clients reach financial goals using investments that reflect their values.
As President and founder of Perret Financial I have been helping individuals and organizations meet financial goals since 1995. I have been specializing in Socially Responsible Investing (SRI), also known as Value Based Investing or Mission Based investing, since 2001. Although I do specialize in SRI I also work with clients across the full range of investment opportunities.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Being healthy not only makes you feel good, it may also help you financially.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.