Welcome to Perry Wealth Management
Perry Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs strive to grow and conserve your wealth by delivering an unprecedented level of personalized service.
"Our Mission is to Provide a Positive and Proactive Business Environment
to help Our Clients Achieve Their Financial Goals."
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 562-493-0031. We look forward to hearing from you.
Helpful Content
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.