Category: long term care

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 your

Continue reading

Anti-arthritis oil and balm for sale, first launch

  Dear Friends,    See you all Sat and Sunday afternoon at my San Jose house to launch my first product, an anti-arthritis balm/oil which can be used internally or externally. It is priced around $50 per 16 oz container.  Your feedback is important to me. I will announce this at my blog today, www.clubalthea.com .

Continue reading

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 owning

Continue reading

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 upon

Continue reading

Free financial planning and review for bayarea pros, 3000 laid off Cisco employees and business owners

If you want to reduce taxes, review your life insurance needs, review your retirement plans, identify ways to have safe and lifetime retirement income from your annuities and IUL and get more from your savings without market risks and taxes, contact Connie Dello Buono motherhealth@gmail.com 408-854-1883 for 24 hr response time. CA Life Lic 0G60621

Continue reading