Timothy Sumer

Student Loans & The CARES Act: Loans that are eligible for the CARES Act, should you make payments on these loans, and what you can do if you don't qualify for the CARES Act w/Fox 5 San Diego. Wilsey Asset Management provides you with effective investment management and expert financial guidance along with financial planning services nationwide. Our goal is to make our clients money and provide attractive returns on their investments transparently. Learn about our unique investment strategies to help you reach your financial goals with the least amount of risk. We provide financial assistance in the following areas: Non-Retirement Accounts| Individual & Joint, Corporate, Trusts & Foundations, Education Savings, Retirement Accounts| Company 401(k), Individual 401(k), Company Pension Plans, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Inherited IRA For More Information, Visit Our Website: Financial Planning Services: The Smart Investing Show Podcast (

Unfortunately, this is a problem we see all too often. As an employee, many times people leave their old 401k at the place of their previous employer. They become busy and often forget to take action to move it, without realizing the importance of this financial decision. If the 401k is left at an old place of work it could be managed poorly. There may be poor investment choices, the manager could be doing a bad job, or you may have never been educated on how to invest and the 401k was left in cash. These could all hurt your financial future in retirement. By rolling the 401k into an IRA, you obtain much more flexibility. Often in 401ks you are limited to a select few mutual funds. In an IRA, you are free to invest the funds in a variety of options. By finding the right financial professionals, they can often take care of this process for you. Here at Wilsey Asset Management, we have many years of expertise when it comes to handling rollover IRAs. By rolling the funds to an I