James Perriello, CFP®
Tax-Loss Harvesting Strategy: Benefits, Limitations, and Key Use Cases
January 30, 2025 | By James Perriello, CFP®
Tax-loss harvesting is an effective strategy to generate tax savings.
How SECURE Act 2.0 Impacts Your Financial Plan
March 16, 2023 | By James Perriello, CFP®
Recent legislation, SECURE Act 2.0, makes important rule changes related to Roth IRAs, Qualified Charitable Distributions (QCDs), and more.
The Four C’s: Achieving Financial Peace of Mind
June 10, 2022 | By James Perriello, CFP®
Managing the financial aspect of life takes brainpower and a lot of time: staying updated on the markets, tracking changes in tax law, and reading the fine print are just a few examples. Whether you are busy managing a business, juggling family life, or simply enjoying retirement, these tasks–and the financial responsibility that comes with them–require a team effort. That is where a financial advisor steps in.