We will refer clients to you, email motherhealth@gmail.com to be added and for pricing per referral. Please complete the form below to know more about your capacity and info to share to prospective client.
Series 65 Vocabulary – Investment Advisor
I. Economic Factors and Business Information (15%)
The 20 scored questions in this section test your knowledge of various aspects of business and economics.
Basic Economic Concepts (6 questions)
Financial Reporting (4 questions)
Analytical Methods (4 questions)
Types of Risk (6 questions)
II. Investment Vehicle Characteristics (25%)
The 32 scored questions in this section test your knowledge of various characteristics of investments.
Cash and Cash Equivalents (1 question)
Fixed Income Securities (3 questions)
Valuation Factors and Characteristics of Fixed Income Securities (3 questions)
Types of Equity Securities (2 questions)
Characteristics of Equity Securities (3 questions)
Determining the Value of Equity Securities (3 questions)
Types of Pooled Investments (3 questions)
Characteristics of Pooled Investments (3 questions)
Types of Derivative Securities (2 questions)
Characteristics of Derivative Securities (3 questions)
Alternative Investments (2 questions)
Insurance-Based Products (2 questions)
Other Assets (2 questions)
III. Client Investment Recommendations and Strategies (30%)
The 39 scored questions in this section test your knowledge of various types of clients and what investment recommendations you should make.
Type of Client (3 questions)
Client Profile (7 questions)
Capital Market Theory (3 questions)
Portfolio Management Strategies, Styles, and Techniques (6 questions)
Tax Considerations (2 questions)
Retirement Plans (3 questions)
ERISA Issues (2 questions)
Special Account Types (2 questions)
Ownership and Estate Planning Techniques (3 questions)
Trading Securities (4 questions)
Portfolio Performance Measures (4 questions)
IV. Laws, Regulations, and Guidelines Including Prohibition on Unethical Business Practices (30%)
The 39 scored questions in this section test your knowledge of various laws and regulations, with some specific focus on prohibition and unethical business practices.
Regulation of Investment Advisers (6 questions)
Regulation of Investment Adviser Representatives (4 questions)
Regulation of Broker-Dealers (2 questions)
Regulation of Agents of Broker-Dealers (2 questions)
Regulation of Securities and Issuers (2 questions)
Remedies and Administrative Provisions (2 questions)
Communication with Clients and Prospects (10 questions)
Ethical Practices and Fiduciary Obligations (11 questions)
exam outline for the Series 65 exam, which contains 140 questions and has a time limit of 3 hours
About our services
About us
Motherhealth matches caring caregivers for non-medical home health in the bay area and refers home care agencies and assisted living. Founded by Connie Dello Buono, health author, former pharmacy technician instructor and financial planner helping families with affordable non-medical home care and tax efficient financial planning for the whole family.
Services that we offer
Caregivers
We match caregivers with seniors by city in the bay area. Text Connie at 408-854-1883 if you are a bay area caregiver.
Seniors
We provide trained and caring caregivers to seniors per hr and per day. We have fast response and most affordable for live-in 24-hr non-medical home care. Our caregivers were nurses and CNAs in their past work experiences and wanted the personal care to affect better health outcomes at home, non medical home care. Assistance in daily living, light housekeeping, medication management, cooking, driving, massage are some of the caregiving tasks custom for each seniors who live alone at home. Text Connie at 408-854-1883 if you are a bay area senior needing a caregiver in your home.
Home care agency and care home/assisted living referrals
Motherhealth refers you to home care agencies nationwide and assisted living facilities, based on your care needs. Email motherhealth@gmail.com to be referred to seniors nationwide, in the USA.
Marketplace
Email motherhealth@gmail.com to be added as vendors serving seniors nationwide, in the USA.
For the following services/products, email Connie at motherhealth@gmail.com or text at 408-854-1883
Annuities
Life insurance
Solar panels California
Tiny homes
Raw land in the Philippines
Living trust
Long term care insurance
Funeral expense life insurance
Kaizenplan, financed retirement savings
College plans
Gifts for grandchildren using life insurance
CA, NV, TX, WA for tax efficient retirement
Connie Dello Buono , Life licensed for CA, WA, TX, NV to serve those who wants a retirement savings plan that is tax efficient and starts with a living trust to protect beneficiaries.
Do avail of allowed gift tax for your children which you can place inside an index universal life insurance or whole life or fixed index annuities with bonus upfront, to compound and be available during illness or cash accumulation for college.
$600 Living Trust and have a team of financial advisors to help you navigate tax efficient retirement savings.
Roll over your 401k or transfer your wealth to next generation in tax efficient way.
Text Connie 408-854-1883 motherhealth@gmail.com
Living Trust Template
Living trust and will are important even when you have a marriage license to prevent any probates from each investment accounts or assets.
Contact Connie Dello Buono for more info on funding your living trust or estate using Fixed Index annuities and life insurance , 408-854-1883 motherhealth@gmail.com Life Lic.
Survey: what do you want in a senior home care site
https://forms.gle/5uYfZUwqEeyQDygd9
Email Connie or complete the form above , motherhealth@gmail.com to state the ideal senior home care site that you wish to use and more beneficial for you.
Match a caregiver for your home care
https://forms.gle/6ctpXSjwcWhGeAUS9
Text Connie if you are needing a caregiver in your house or an assisted living facility in the city near you, 408-854-1883 or complete the link form above. Your love one is going to be released from the hospital or nursing home and need a loving care 24/7. We have affordable home care for 24/7 versus hourly. Most caregivers are private pay and agencies accepting long term care insurance. Ask your county health department about In Home Health Support Services with pays around $15 per hour for caregivers and gives your love one a maximum of 200plus hours per month. You pay the difference since caregivers wanted more than $20 per hour in the bay area. Text 408-854-1883 for faster response with date needed and city located.
We will match a caring caregiver, home care agency or assisted living for your home health care needs.
We need caregivers
https://forms.gle/H3cAk5NPjPXQ4zwK7
We need caregivers. Join as caregiver and be matched with bay area seniors
Complete the form to join.
Also text Connie at 408-854-1883 your ID/TB card
Learn estate planning
Learn Estate Planning , Contact Connie Dello Buono 408-854-1883 motherhealth@gmail
Greatest wealth transfer 7pm today
Retirement points at 60, 62, 65
What do you need to do to prepare for retirement from social security, savings plan, life and health insurance and more.. Contact Connie Dello Buono, life and health agent and wealth strategist 408-854-1883 motherhealth@gmail.com
Hospital readmissions in USA update
Hospital Statistics USA
Reprinted by Motherhealth caregivers in the bayarea for independent living at home for seniors 408-854-1883 , live in is around $400 per day/24-hrs and $28 per hr for 12hr home care, non med, assistance in daily living and more http://www.clubalthea.com Also text Connie for long term care insurance and annuity for retirement income , email motherhealth@gmail.com for great wealth transfer using kaizenplan
From 2016 to 2020, the 30-day all-cause hospital readmission rate remained at 13.9 per 100 index admissions. But the number of readmissions decreased by 10 percent in 2020 compared with 2016-2019.
In 2020, the highest readmission rates by expected payer and age were for hospital stays among patients aged 21-64 years with an expected payer of Medicare and nonmaternal patients aged 45-64 years with an expected payer of Medicaid (21.4 and 19.7 per 100 index admissions, respectively).
In 2020, the readmission rate by race/ethnicity was highest among non-Hispanic Black patients and lowest among non-Hispanic Asian/Pacific Islander patients (16.0 vs. 11.7 per 100 index admissions).
By diagnosis, hospital stays for blood diseases had the highest readmission rate in 2020 (23.8 per 100 index admissions), followed by stays for neoplasms (19.0 per 100 index admissions).
In 2020, circulatory system diseases accounted for the largest share of all readmissions by condition (16.8 percent), followed by infectious and parasitic diseases (12.4 percent) and digestive system diseases (11.6 percent).
Caregiver training, preventing back injuries
Motherhealth Bay Area Caregivers 4088541883
Caregiver training, preventing back injuries
Note: Lift the right way by planning ahead and be aware of hazards before you lift. Keep your back straight and maintain good posture.
Follow these tips to avoid compressing the spinal discs or straining your lower back when you are lifting:
- Keep a wide base of support. Your feet should be shoulder-width apart, with one foot slightly ahead of the other (karate stance).
- Squat down, bending at the hips and knees only. If needed, put one knee to the floor and your other knee in front of you, bent at a right angle (half kneeling).
- Keep good posture. Look straight ahead, and keep your back straight, your chest out, and your shoulders back. This helps keep your upper back straight while having a slight arch in your lower back.
- Slowly lift by straightening your hips and knees (not your back). Keep your back straight, and don’t twist as you lift.
- Hold the load as close to your body as possible, at the level of your belly button.
- Use your feet to change direction, taking small steps.
- Lead with your hips as you change direction. Keep your shoulders in line with your hips as you move.
- Set down your load carefully, squatting with the knees and hips only.
Keep in mind:
- Do not attempt to lift by bending forward. Bend your hips and knees to squat down to your load, keep it close to your body, and straighten your legs to lift.
- Never lift a heavy object above shoulder level.
- Avoid turning or twisting your body while lifting or holding a heavy object.
Current as of: March 9, 2022
Author: Healthwise Staff
Medical Review:William H. Blahd Jr. MD, FACEP – Emergency Medicine & Brian D. O’Brien MD – Internal Medicine & Adam Husney MD – Family Medicine & Kathleen Romito MD – Family Medicine & Joan Rigg PT, OCS – Physical Therapy
Ask Connie about home care for seniors heal.me/homecare
Ask Connie about home care for seniors by phone 408-854-1883 or online at heal.me/homecare
Tips abound about, home care, senior care, wound care, nutrition, preventing stroke, alzheimer’s care, parkinson’s care and more.
Motherhealth bay area caregivers are trained by Connie to match home care needs of seniors at home and bridge the gap from other care providers adding holistic home health care approaches based on experience . Connie as senior home care concierge for caregiving services in the bay area or online senior concierge coaching for home care for seniors. Connie has posted 1000 plus health related answers at http://www.quora.com and wrote an ebook on nutrition and childbirth, cancer, aging and home care. Her holistic approaches for seniors include guide about constipation, over medication, wound care, sleep, anxiety, preventing emergencies, preventing stroke, nutrition, massage and other home care healing ways.
Many senior arrived in a gurney and now walking after few days with Connie and her caregivers. Many have 2 years of non healing wounds and was helped by Connie and her team.
Caregivers are trained in person by Connie and her team of caregivers. Most cities in bay area area are served for 24/7 home care by Motherhealth caregivers. 408-854-1883