408-854-1883 starts at $30 per hr home care

Affordable in home care | starts at $28 per hr

Annuity Exchange with 1035 exchange

How it Works One unique tax advantage with annuities is that you can transfer money from one annuity to another, income tax-free. The 1035 exchange provision of the tax code allows annuity owners to: Directly transfer the accumulated funds in their annuity policy without taxes. Exchange products of the same company and still have theirContinue reading “Annuity Exchange with 1035 exchange”

How do I determine the Right Annuity for Me?

1. How do you want to pay into your contract? When you give the issuing insurance company a lump sum, you buy a single-premium annuity. The issuing company may set minimum and maximum amounts they will allow. You may also buy a flexible-premium annuity. This annuity type enables you to determine the timing and amountContinue reading “How do I determine the Right Annuity for Me?”

Overhead expense, business partners and marketing are major concerns by business owners

If you understand that you need financial help with regards to your finances in the area of overhead expense and business partners, contact Connie Dello Buono, 408-854-1883 motherhealth@gmail.com I help small- and medium-sized business owners with financial planning for their business and their families. Daily lunch webinars on the use of The Living Balance SheetContinue reading “Overhead expense, business partners and marketing are major concerns by business owners”

$12k monthly disability income protection for doctors , business owners and pros

Your income is the foundation upon which your lifestyle and future plans are built. Call Connie Dello Buono 408-854-1883 for Guardian Individual Disability Income Protection. motherhealth@gmail.com or connie_dellobuono@glic.com Benefits in more situations:  Immediate benefits in more situations. Opportunity to work in another occupation: disability is not able to perform the material and substantial duties ofContinue reading “$12k monthly disability income protection for doctors , business owners and pros”

Accepting change to reorganize your finances

Successful people very quickly identify for themselves that they have a problem in organizing their finance and need proper risk protection from savings plan using perm life insurance with tax free cash accumulation to income disability insurance to protect overhead costs of their business. Let me help you find the money to allocate for longContinue reading “Accepting change to reorganize your finances”

smiles of our young children and free time to do the things we love to do the most

Dear parents and busy working professionals, As parents, our morning is lighted up by the warm smile from the faces of our young children. We love our children so much that we need to protect our future, our life, assets, accumulated wealth to be able to provide for them during emergencies, college, buying new house,Continue reading “smiles of our young children and free time to do the things we love to do the most”