Jay peroni

Advantages Of A Living Trust vs. A Will

04.19.2010 by Jay Peroni 4 comments
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Over the past 15 years as a financial planner, I am often asked, “should I have a will or a trust?” I sure wished every prospective client would ask this question because this would reveal they were planning ahead. The sad fact remains that less than half of adults have a will, let alone a trust…

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End of year tax tips

12.21.2009 by Jay Peroni 8 comments

In 2009, for many investors there is good news and bad news. The good news is you may have made a ton of money in the stock market recovery. The bad news is you may have to pay some taxes on your gains. What can you do to cut your tax bill? Here are some year-end tips to help reduce your taxes.

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Health care options for Christians

11.21.2009 by Jay Peroni 6 comments

For Christians, the healthcare debate is especially troubling. Paying for abortion coverage under a healthcare plan is a primary concern. What options are available for Christians concerned about their money going towards abortion and other questionable practices?

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5 small business owner retirement plans

10.26.2009 by Jay Peroni 1 comment

Many times people come into my office looking for advice on how to appropriately plan their financial future. Asset location is often just as important as asset allocation. While asset allocation looks to spread your assets among many different assets classes, asset location helps you spread your assets among taxable, tax-deferred, and potentially tax-free accounts. Many who are employed by a corporation have retirement planning options at work, but what about the business owner? How do you choose the best location for your assets and that of your employees?

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Basics of stock market investing: 3 traps to avoid

10.03.2009 by Jay Peroni 6 comments

When you buy low and sell high, investing is easy! 3 stock market investing traps to avoid If we all knew the exact time to buy and the exact time to sell we’d all be rich and there’d be no point to talking about investing. Few people, if any can know exactly when to buy [...]

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Are you a saver or a spender?

09.10.2009 by Jay Peroni 11 comments

… there are generally two types of people— savers and spenders. There are those who spend first and save what is left, and those who save first and spend the remainder. If you want to accumulate wealth, learn to become a saver.

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5 money saving ideas to help you save

09.03.2009 by Jay Peroni 6 comments

Many people would like to reduce their spending and increase their savings, but it seems like such a monumental task that they simply don’t take any steps in the right direction. Saving money can begin right now, and you can start in small ways. Here are several easy money saving ideas to get you started …

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The Message Bible MP3 Giveaway and other news

08.28.2009 by Bob 40 comments

The Message Audio Bible giveaway A couple years ago I received The Message Bible as a gift from a friend. At first I was a little taken back at how “modern” of a translation it was. But as I read it more for the overall understanding of particular passages, rather than for exact translations of [...]

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