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
How Stocks Work
Understanding how a stock works is key to understanding your investments.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?