Finance Archives - Page 6 of 14 - Affordable in home care

How to avoid capital gains tax

First, you can use a tax-protected retirement account to avoid paying capital gains taxes on the proceeds from your stock sales. As long as you keep the proceeds in the account and resist the urge to make premature withdrawals, you can grow your retirement savings on a tax-free basis for an indefinite period of time.

However, your retirement account may be subject to certain contribution limits. If you’re under the age of 50, you can contribute just $5,000 per year into your tax-protected IRA account. If you’re over the age of 50, you may be able to contribute as much as $6,000 into your account. Before you make any contributions, be sure to check with a licensed tax professional.

Cash flow analysis worksheet template

Cash Flow Worksheet from connie 4088541883 Dear Friends, My goal is to help others organize their finances. Who do you know who loves to save money and has a family and house? I also help single parents navigate thru their retirement plans and savings or wealth accumulation fund. Most of all, I am now AHIPContinue reading “Cash flow analysis worksheet template”

How to build a man, Esquire Mentors 2014

We want our boys to grow up to be good men. We want them to know that love doesn’t conquer all, but it conquers a lot. We want them to know their kids’ friends’ names and make them laugh. We want them useful and good. To be a little better than they were. A littleContinue reading “How to build a man, Esquire Mentors 2014”

Reasons you need a whole life insurance, gift for grandchildren, college funds, retirement funds

A level premium or limited premium whole life insurance can: provide asset reallocation and repositioning to serve your long term care needs be a gift to your grandchildren or children aside from using your Living Trust for gifting used to open a retirement plan instead of an IRA by end of the year for tax purposeContinue reading “Reasons you need a whole life insurance, gift for grandchildren, college funds, retirement funds”

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 yourContinue reading “1035 Exchange for CPA, Estate Planning for Business Owners and Living Benefits for all”

Five reasons people buy Fixed Annuities by Chris Conklin

A few weeks ago, I went into a branch of a small, locally owned savings bank near my home and happened to see one of their customers filling out the paperwork for a money market account yielding 2.25 percent. I thought this was curious, since it’s easy to find an FDIC-insured money market or savingsContinue reading “Five reasons people buy Fixed Annuities by Chris Conklin”

Yearly Financial Planning Review

Email me to help you review your financial picture and goals. motherhealt@gmail.com Connie Dello Buono CA Life and Health Lic 0G60621 408-854-1883 When you don’t plan your financial future, you cannot control it. Be accountable for all your assets and liabilities so you will always be prepared for any health threats and financial threats. RememberContinue reading “Yearly Financial Planning Review”

Free retirement plan review for the 13% laid off Allergan employees

During our life time, we changed jobs about 7 times and multiply that by 2 in the bay area. In Silicon Valley, half of the employees are contractors or temporary employees. Yesterday, a friend who just moved in the valley from Georgia asked how could the locals possibly afford the cost of renting or owningContinue reading “Free retirement plan review for the 13% laid off Allergan employees”

2014 Social Security Benefit of $2642 max per month

Save 10% of your money towards your retirement savings plan since Social Security can only give you a max of $2642 per month. Full deduction of $5.5k yearly contribution to your Roth IRA from your gross yearly income of $60k for single and yearly income of $95k for married. Traditional IRA: Required Min Distribution uponContinue reading “2014 Social Security Benefit of $2642 max per month”

6% Annuities vs 2% Bank CDs for 0-80 yr olds

Let me help you maximize your income from your savings with safe, higher returns, guaranteed, index strategy and liquid savings plan. Connie Dello Buono CA Life Lic 0G60621 408-854-1883 motherhealth@gmail.com http://www.clubalthea.com I have annuity products from various insurance carriers in the USA. phoenix income today p3 phoenix income today p2 annuities lifetime income benefit annuitiesContinue reading “6% Annuities vs 2% Bank CDs for 0-80 yr olds”

Ordinary people get a share in the ecommerce global business

This is my personal invite to those who wants a share of the ecommerce industry. But first, my condolence to the loved ones of Robin Williams, who is my favorite comedian of all time. May God’s face shine upon him. Dear All, I would like to invite those who wants to earn an income inContinue reading “Ordinary people get a share in the ecommerce global business”

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”

Wealth gap lasting into retirement by Michael Hill

William Kistler views retirement like someone tied to the tracks and watching a train coming. It’s looming and threatening, but there’s little he can do. Kistler, a 63-year-old resident of Golden, Colorado, has been unable to build up a nest egg for himself and his wife with his modest salary at a nonprofit. He hasContinue reading “Wealth gap lasting into retirement by Michael Hill”

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