Skip to content
Perino Wealth Management logoPerino Wealth Management logo
  • Home
  • About Us
    • About Us
    • Michael T. Perino
    • Lynda Demarco
    • Our Investment Philosophy
    • About Raymond James
  • Digital Account
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Healthcare Professionals
    • Pre and Post-Divorcees
    • Pre-Retirees
    • Professional Athletes
    • Retirees
    • Sudden Wealth
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Why Work With a CDFA
    • Banking and Lending Solutions
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Commentary & Insights
    • Client Access Videos
    • WorthWhile
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • S&P 500 Performance & Pullbacks
    • Market Volatility
  • Contact Us
    • Contact Us
    • Schedule an Appointment
    • Second Opinion
  • Schedule an Appointment
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 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
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Longevity Planning
  • Media
    • Article
    • Infographic
Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
View
Read
How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
S&P 500 Performance & Pullbacks
1/27/2025
Markets & Investing
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
Read
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
View
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
Read
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
facebook

The future at your fingertips

Perino Wealth Management logoPerino Wealth Management logo
Schedule A Meeting
  • Perino Wealth Management
  • Email: Mike.Perino@raymondjames.com
  • 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
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use