Perennial Financial Services

As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time highs. Although there are many positives, a lot of this good news could very well be priced into stocks. #economy #stockmarket #finance #investment #market #inflation #stocks #normalcy #covid19 #recovery #reopening #covid19economy

Does it make more sense to push back #retirement, or not to retire at all?

Take an inside look into Simplified Employee Pension plans.

Working in Retirement: New trend or same old story?

Valuation is important for business succession, estate taxes and even qualifying for a loan.

A home is the single largest financial commitment for most people. What mortgage fits you best?

How will your investments weather the ups and downs of the business cycle?

The average #retirement lasts for 18 years. Are you prepared to fill that many days?

There are many factors to consider before tapping retirement money to pay for college.

Over age 50? You may be able to catch-up on retirement.

For a small business, the loss of a key person could cause financial hardship.

Test your estate strategy knowledge with this short quiz.

Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

We all want to know, What’s next for the financial markets? But no one knows for sure.

Three tips for giving smart from the heart.

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.

The truth is a little more complicated with these personal finance idioms.

Do your kids have the right stuff for college? #CollegePrep

Have a strategy for discussing healthcare with your parents. #AgingParents

Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily cases and hospitalizations from COVID-19 has steadied in the United States, cases in Western Europe are increasing again... #covid #covid19 #covid19economy #economicrecovery #economicgrowth #recovery #reopening #vaccine #techbubble #election2020

Surprises crop up every day, and they’re a great reason to work with us.

Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.