bayareabodyspa.com is closing this month and a silent auction of all health, office and home furnishings, tools and equipment will start this Sat and Sun morning at 100 W El Camino Real #67. Contact Connie 408-854-1883 motherhealth@gmail.com
Category Archives: estate
Retirement planner for bay area doctors and health pros , lessons learned
As retirement planner for our bay area doctors and health professionals, I have learned many things in helping them maximize their wealth, minimize taxes and have access to funds when health threats occur. The average working and earning years is between 40-70 yrs old. They seek retirement planning advice after 3 to 5 years workingContinue reading “Retirement planner for bay area doctors and health pros , lessons learned”
Do we know how we spend our money each month?
Feb % of net income Feb Mar %Mar net income less taxes and deduc 30000 30000 car ins 200 1% 200 1% car rent 1300 4% 800 3% home rent 3200 11% 3200 11% other insurance 250 1% 150 1% food and grocery 800 3% 750 3% Dinner-restaurant 500 2% 250 1% travel,cell,work expenses,cert,mags,CE,student loansContinue reading “Do we know how we spend our money each month?”
Helping others save and control spending is my mission; Doctors take on brain and money
Taxes and inflation are not within our control but spending is. I have been helping bay area residents from single mothers to couples save for retirement, college and other dream projects in the future. Most of all, they now realized that they can retire early if they save early. How much to save depends onContinue reading “Helping others save and control spending is my mission; Doctors take on brain and money”
3 wealth destroyers to fight ferociously: taxes, inflation and overspending by Bruce Fraser
. When financial planner J. Landon Loveall was a teenager growing up, he says, “I guarded my Lego creations with life and limb from the destructive nature of my little sister.” Loveall is founder and president of Cumberland Wealth Planners in greater Nashville, Tenn. Creating wealth is not unlike building something solid with Legos, as Continue reading “3 wealth destroyers to fight ferociously: taxes, inflation and overspending by Bruce Fraser”
Worse Before Better – A financial Update written Sept 2008
By Elizabeth Alexis | September 17, 2008 The usual caveats apply. Everyone’s financial situation differs. Consult your own advisor or do your own research. We have been wrong before. Lehman is toast, Merrill’s in a shotgun wedding and AIG is now working for the American government. The right-sizing of the financial industry continues. We’ll helpContinue reading “Worse Before Better – A financial Update written Sept 2008”
Walk away savings, an annuity at 13% return vs 1% CD
An annuity is an investment that provides a series of payments in exchange for an initial lump sum. With this calculator, you can find several things: The payment that would deplete the fund in a given number of years. = $12k The amount needed to generate a specific payment. = $100k The number of yearsContinue reading “Walk away savings, an annuity at 13% return vs 1% CD”
Protect the final return of your investments from taxes
Investment Return [Your final investment return after 25 years is $500k after initial investment of $100k and $10k annually.] But what about taxes? Will it be around 50% Rate of return This is the annually compounded rate of return you expect from your investments before taxes. The actual rate of return is largely dependent onContinue reading “Protect the final return of your investments from taxes”
When Planning For Retirement by Lowell Herr
Prevent banckruptcy or foreclosure when health threats occur
Prevent banckruptcy or foreclosure when health threats occur
The following are health threats:. cancer, stroke or disability that can wipe out your life’s savings. There is a Life Policy where 3 riders come free, added at no cost with access up to $1.5M when health threats occur (directly to your pocket). Contact Connie Dello Buono 408-854-1883 CA Life Lic 0G60621 at motherhealth@gmail.com 1708 HallmarkContinue reading “Prevent banckruptcy or foreclosure when health threats occur”
Retirement Planning Dos and Donts every M-F in Mt View
Understanding IRAs Individual Retirement Accounts Understanding Annuities What is my potential estate tax liability What your savings could grow to, an estimate Social security retirement income husband and wife How much will I earn in my lifetime Leasing a car is better than buying Lump Sum today is more beneficial for you 2013 Federal incomeContinue reading “Retirement Planning Dos and Donts every M-F in Mt View”
2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View for Feb
2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View
2014 Tax Guide 40 changes from IRS 2014 Tax Guide from Forbes Dear Peninsula and bay area residents, A free 1-hr tax-free retirement planning seminar will be held at the Mt View Library March to Dec 2014 (9am-6pm). Speakers will be invited from various financial service and tax-preparation companies. Contents: Health and Financial Threats Avoiding foreclosures SevenContinue reading “2014 Tax Guide, 1-hr Tax-free Retirement Planning in Mt View”