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Perino Wealth Management
14541 Hope Center Loop
Suite 101
Fort Myers, FL 33912
T: 239.415.8000
F: 239.415.7618
TF: 800.237.4472
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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
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Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
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Family & Lifestyle
Review retirement plan contribution limits for 2023
Consider using tax-advantaged accounts to help lower your tax bill.
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Retirement & Longevity
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
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Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
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Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
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