Plan B, not happy with current job or need a business.
Category Archives: estate
Plan B, not happy with current job or need a business
Dear Bay Area community, Do you know anyone who lost a job, not happy with their jobs or business minded people who want to own their own business? I have to share a business with them that needs no capital or experience but with full field training and support. Please forward this message to them. IContinue reading “Plan B, not happy with current job or need a business”
taxes,where your money go,itemized tax deductions
Taxes and Retirement plans
Most tax provisions for retirement allow you to shift taxable income from your working years, when you are probably in a higher tax bracket, to post-retirement years when you may be living on less. With a Roth Individual Retirement Arrangements (IRAs), on the other hand, you may choose to pay tax now on money thatContinue reading “Taxes and Retirement plans”
Save your money for long-term growth tax-free
Dear Fellow Saver, Like you, I have taught of saving long-term for retirement since I know that in the absence of a pension or insufficient Social Security, my own retirement income should be supplemented. A pension is a saving for retirement using an annuity, tax-deferred but taxed later on during withdrawal. I am currently workingContinue reading “Save your money for long-term growth tax-free”
An 8yr old saving $500/yr accumulates up to $1M in 60yrs
An 8yr old saving $5000/yr accumulates up to $1M in 60yrs
With initial saving to start at $7,000 and around $5000/year there after, an 8-yr old can accumulate a tax-free savings that can compound annually (example return is 8%) to $1Million in 60yrs. When health threats occur, living benefits are added at no cost to the Index Universal Life policy. Call Connie Dello Buono CA LifeContinue reading “An 8yr old saving $5000/yr accumulates up to $1M in 60yrs”
Retiring wisely in the bay area, an ebook
Retiring wisely in the bay area, an ebook
Please send in your stories, comments and suggestions for a new book which I wanted to publish, Retiring Wisely in the Bay Area, an ebook. We are a community helping each other navigate retirement, health planning and wise savings. If you are a parent, offer your house while your children are still in college orContinue reading “Retiring wisely in the bay area, an ebook”
Dodging 529-Plan Tax Traps, save money for college the right way
Give and receive a referral
Dear Friends, I am giving away gift cards for referring me to others in 50 US states. Please refer me to those who: have term life insurance or whole life with no living benefits, access to $1.5M when cancer, stroke or disability occurs added at no cost needs a college or retirement savings plan, 13%Continue reading “Give and receive a referral”
3 Threats: become ill,die too soon,live too long with no income
3 Threats: become ill,die too soon,live too long with no income
Save, invest and then spend. Young people has time as their greatest asset. Open a wealth accumulation plan to save early. Invest your extra 5%, save at least 6months of your income for emergency and as you age, save from 10-20% of your income towards retirement. Proper asset allocation is very important. Detailed pension –Continue reading “3 Threats: become ill,die too soon,live too long with no income”
Why choose us
Trust.strength.integrity.community solution minded. clients first. My goal is helping one family at a time maximize wealth, minimize taxes, grow their retirement savings at 13.5% return ,safe,guaranteed and with access to funds when cancer , stroke or disability arise for funds up to $1.5M. Help new business owners in financial planning and retirement/college planning, start theirContinue reading “Why choose us”