Category: college plans

1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all

Save, invest and then spend with collaboration from your CPA, tax preparer, estate planner, life insurance agents, financial planners and other professionals. Learn from them and then start an electronic fund transfer each month so that you have paid yourself first before you spend.  Call Connie before the end of the year to properly allocate your

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Retirement woes and stock market loses of 45-65 yrs olds

  45 yrs old Saves $300 per month $50k yearly lifetime retirement income Sample numbers, save for 20 yrs, earnings for lifetime , returns 8-13% 55 yrs old Saves $500 per month $40k yearly lifetime retirement income Sample numbers, save for 20 yrs, earnings for lifetime , returns 8-13% At 45 yrs of age, you

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More than 10 reasons why we need life insurance

Your greatest asset to protect is your life. As a mother and a life insurance agent, I want to show you why we need life insurance, not just for creating an immediate estate to my children in the absence of an inheritance as I am not rich at the moment. Connie Dello Buono CA Life

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From spender at 20 yrs old to senior citizen at 66 yrs old

Life teaches us a lesson. Before we lose everything, create a budget and save. It is not late whether you are in the spender group or senior group, let me help you avoid RMD, and being broke or losing money in stocks or other high risk investments. Call for appointment. Connie Dello Buono, retirement planner

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From B to A college student

When you retake the same subject that you received a lower grade, you have a chance of recording only the highest grade subject that you recently took. This will open doors for you. Remember, higher grades means more money and opportunity. Yes my two teens are in a city college with the hopes of going

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