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 yourContinue reading “1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all”
Category Archives: college plans
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, youContinue reading “Retirement woes and stock market loses of 45-65 yrs olds”
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 LifeContinue reading “More than 10 reasons why we need life insurance”
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 plannerContinue reading “From spender at 20 yrs old to senior citizen at 66 yrs old”
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 goingContinue reading “From B to A college student”
Roth IRA and Index Universal Life Policy, both tax free retirement plans
Roth IRA, municipal bonds and Index Universal Life Policies (IUL) are all tax free retirement plans. I choose Index Universal Life Policy with living benefits because of the many limitations of Roth IRA. With my age and income fluctuations, I can save more in sickness or health, create a bigger estate when I die and not haveContinue reading “Roth IRA and Index Universal Life Policy, both tax free retirement plans”
Doctors, carehome owners and caregivers are some of my clients
They all know that health threats like cancer,stroke or disability can occur without warning. And that they are safe in knowing that they can leave behind a substantial estate with a stroke of a pen to their love ones. And that to act now means ensuring their retirement for lifetime income sooner than later withContinue reading “Doctors, carehome owners and caregivers are some of my clients”
Happy Graduation
Let it go, let your talents be used for the benefit of humankind. Let it go, your dreams should take you to new heights, by being open to new ways. Let it go, change is what drives us to be strong and fearless in new ways to learn, work and prosper. Let it go, weContinue reading “Happy Graduation”
Top two gifts for your children: education and savings with life insurance and health benefits
In some parts of the world, parents sell their house to send their children to college. We believe that education will set up a strong foundation for our children. And another gift we can give is an Index Universal Life insurance with investment savings at no risk in it and do not have to dieContinue reading “Top two gifts for your children: education and savings with life insurance and health benefits”
Did you lose money from your stocks and home equity and you need to increase your estate at the stroke of a pen?
how the rich saved their money wisely and the smart middle class retiring with sufficient nest egg
Saving money ($5k per year) from the time that the baby is one year old can make the baby a Million dollar baby. Procrastination will not help us save for retirement. Most people are in debts because they focus on their debts that they have no money left to keep and save. Did you knowContinue reading “how the rich saved their money wisely and the smart middle class retiring with sufficient nest egg”
We are hiring college grads, apply now
High unemployment rate is experienced in the following college grads: architecture, information systems, arts, political science and anthropology. We are hiring with full training for any college grads who can be trained in the area of retirement plan. The only required license is Life and Health Insurance license. Be people savvy, and will serve theContinue reading “We are hiring college grads, apply now”
Free trip to Europe in 2015, a $15,000 luxury value trip for two with cash and lux
All the travel and luxury, for only referring 9 high net income clients to Connie and they will be guided to save at least $900 per month towards a lifetime tax-free retirement income with no market risks for them and their families. And most of all, access to funds up to $1.5M when cancer, stroke orContinue reading “Free trip to Europe in 2015, a $15,000 luxury value trip for two with cash and lux”
Tax breaks for raising your children
The cost of rearing a middle-class American child from infancy to the age of 18 is now an estimated at $241,000—and that’s before you start getting those college bills. Fortunately, parents get a little bit of financial relief every April, courtesy of the U.S. government. Your little ones can nab you a number of taxContinue reading “Tax breaks for raising your children”