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Should You Convert to a Roth IRA?
The year 2010 presents a great opportunity for those folks who own a 401(k) plan or a traditional IRA. Most people who own a 401(k) have never asked their plan administrator if their plan allows them...
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This Week’s Financial Strategy – Planning for Long Term Care – Part 2
Hi Jerry. Last week we talked about how Medicare works when dealing with long term care needs. What we discovered is that Medicare will only pay if you have first, spent at least three days in the...
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401k Investment Advice: A New Service to Increase the Investment Returns on...
Are you looking for 401(k) investment advice? Here's some information on a brand new service that I am very excited about that could help you increase your investment returns on your 401k. Tell me more...
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How to Get Better Investment Returns on your 401k
On the Friday edition of The Faith-Based Investor financial radio show, Jay Peroni, CFP, answers this week's most pressing questions from listeners: 1. With interest rates so low, is now the time to...
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How to Prepare Your Investments for Changes in the Tax Code
How to Prepare Your Investments for Changes in the Tax Code Changes to the tax code may be coming... How should you prepare your investments for changes in the tax code? President Obama wants lower...
View ArticleI Need to Know How to Borrow From 401k
Jerry, I really need some extra cash right for family expenses and would like to know how to borrow from 401k. I have exhausted my emergency savings and need to tap into my 401k without making a dumb...
View ArticleWhat to Do With Your Old 401k
What should you do with a 401k from a previous job? Jay Peroni, CFP, answers this question, plus he shares his top five "healthy living" stocks.
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