Would you like an app that is going to help you budget daily and ready your expense report before Tax season comes?
Check out this app:
https://clubalthea.wakeupnow.com
If you are alerted of your daily expenses and you can see the big picture of where your money goes, would you be able to save more each day and not incur late fees and other unnecessary costs?
To save first is our goal and then lower our daily expenses and pay ourselves first in form of savings plan, be it through your IRA/401k , index annuities or perm life such as Index Universal Life and/or whole life Insurance or other safe investments.
Seek a financial planner who can help you navigate through your retirement years with total protection from asset, health threats such as disability and long term care, income, estate, retirement, life, wealth and many unforeseen future events.
Ensure proper protection first and start your wealth building and review yearly with your financial planner. Every working adults must have a financial planner who can strategically plan for your retirement.
Know your current financial scenario to equip yourself with all the tools that a financial planner can provide.
Connie Dello Buono
Financial Planner
CA Life and Health Lic 0G60621
408-854-1883
motherhealth@gmail.com
1708 Hallmark Lane San Jose CA 95124
Offices: San Jose, San Ramon, Peninsula and other locations
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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