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."
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Probate can be a completely public process, or it can be managed to include as little information as possible.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?