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.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here's a breakdown of how the federal government spends your tax money.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Military families face unique challenges, making personal finance even more critical.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Have you explored all of your choices when it comes to managing your taxable income?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are nearly 1,200 ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.