If you wish to allocate a portion of your savings or retirement/pension in a safe Fixed Index Annuity with no negative market participation, text Connie Dello Buono, 0G60621, at 408-8541883 to show you Athene’s annuity products that suits your retirement savings goal of tax less, fees less, avoid probate, safe with no participation in marketContinue reading “Why Athene Fixed Index Annuity for lifetime pension”
Category Archives: financial planning
Protect your health, mortgage equity, income and life
Contact 408-854-1883 for rewards when protecting your mortgage equity, life, income and health. https://www.johnhancockinsurance.com/vitality-program.html
Big 4 Medicare Mistakes
I’ve seen a few people make mistakes with Medicare here’s the four mistakes I see most often and how you can avoid them. The first is misunderstanding is: Misunderstanding Enrollment Periods You know the system would be so much easier to understand if there was just one enrollment period but there’s not there are severalContinue reading “Big 4 Medicare Mistakes”
Federal Gift and Estate Law in 2016 and Beyond
By Mary Randolf For the foreseeable future, the federal estate tax will continue to affect only the richest families in America. Under legislation passed by Congress on New Year’s Day 2013, the estate tax exemption was made permanent at the $5 million 2012 rate, but adjusted for inflation each year. Of course, calling the tax law “permanent”Continue reading “Federal Gift and Estate Law in 2016 and Beyond”
Taxes
If you are using W2, you pay taxes first. In using 1099, you subtract all your expenses and depreciating assets and other deductibles from your income and you pay less taxes. Do not be like Donald Trump, paying zero taxes. We need to support our schools and other infrastructures to build more educated workers thatContinue reading “Taxes”
1099 is better than W2 for middle class Americans
Many corporations have to find ways to save on taxes. Working Americans can also find ways to save on taxes. Have your own business and/or use 1099 instead of W2. Apple is an example of a smart company. We thank Apple for the many jobs it created. We should encourage more enterpreneurs and job creationContinue reading “1099 is better than W2 for middle class Americans”
USA Rich and poor tax payers, 2010
Middle income and families Middle income and couples contributed more in taxes compared to other income groups. Free education, housing support, child care support, health care access and other family-centered and middle-income centered benefits should be given more to this income group. From these income groups, more than half of the monthly income goes toContinue reading “USA Rich and poor tax payers, 2010”
2010 Tax Statistics in the USA
More women between the ages of 55 under 60 yrs of age worked in 2010 compared to the number of men in the same age group. In both men and women, the top earning age group is between the ages of 46 under 55 yrs of age. Disparity in income between men and women isContinue reading “2010 Tax Statistics in the USA”
Digital Footprint and my domain names
I use godaddy.com to create new domain names to prepare a global site for senior care. Motherhealth.net and seniorconciergepro.com are now directed to http://www.clubalthea.com Seniorconciergepro.com and Motherhealth.net Seniorconciergepro.com shall match seniors and caregivers online and in mobile phones while motherhealth.net is an information hub for health resources for seniors and more. Creating a digital footprintContinue reading “Digital Footprint and my domain names”
1 hour delivery at Amazon, 5 min response time with Uber
Amazon Amazon sales increased by 20% in 2015. And now, Amazon delivers within 1 hour in the bay area. Uber Uber driver’s must respond within 5 minutes since passengers can cancel before then. Uber will be the hottest IPO in 2016. And hiring more drivers, reducing unemployment and saving money for others. Be an UberContinue reading “1 hour delivery at Amazon, 5 min response time with Uber”
Need a fixed income during retirement
Hear the latest fixed indexed annuity – FG Retirement Pro This fixed annuity product offers: 7% vesting premium bonus (state variations apply) Guaranteed Minimum Withdrawal Benefit with no additional fee 13% annual point-to-point cap on the benefit base Income doubler* for impairment Unique account value method – first of its type 12-year surrender charge scheduleContinue reading “Need a fixed income during retirement”
Estate taxes, worth $2.5M or more, between 40-86 yr old
Are you: using an old, traditional methods of funding your estate taxes and want to reduce out of pocket costs interested in leveraging existing assets to generate large amounts tax free income through the use of premium financing looking for a solution for your estate planning needs or hate taxes Have a chat with our sr investment advisorContinue reading “Estate taxes, worth $2.5M or more, between 40-86 yr old”
Respect money to get to your financial goals in 2015
Step One: Begin The Goal Setting Process In January We begin our annual goal setting cycle in the weeks surrounding New Year’s Day. Why? Because it’s virtually impossible to forget or avoid this annual holiday event. The New Year is a natural time to reflect on achievements from the prior year and start thinking aboutContinue reading “Respect money to get to your financial goals in 2015”