The Perennial Way
Our experienced professionals have helped many people just like you pursue their financial objectives.
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.
PERENNIAL PENSION & WEALTH - OUR MISSION
It is our firm's mission to deliver high-impact financial solutions to the families and businesses that we serve. Our number one priority is to provide customized, creative, solutions to both the common and unique issues and concerns our clients face. We have a deeply rooted passion to make a positive, long-lasting, financial difference in every relationship we have.Contact Us
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Saving for College 101
Here’s a crash course on saving for college.
The federal government requires deceased individuals to file a final income tax return.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Currency has been around for a long time. Here’s a quick history lesson.
Apps that help small business owners better manage and grow their business.
Tips to avoid checking in luggage on your next vacation.
This worksheet can help you estimate the costs of a four-year college program.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Understanding the cycle of investing may help you avoid easy pitfalls.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In the world of finance, the effects of the "confidence gap" can be especially apparent.