Can a dentist retire with $1M? Can a business owner retire with $2M? As business owners, taxes and savings should be our top priorities. Can you put your business income at risk? What is the lowest amount that you have in your business checking? Can we save 5% of your revenue for your savings, taxContinue reading “How much of your business net income you get to keep as a business owner”
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Strategic Purchase Diversifies Guardian’s Dental Network
Strategic Purchase Diversifies Guardian’s Dental Network While Expanding into the Medicaid and Individual Exchange Markets NEW YORK–(BUSINESS WIRE)–The Guardian Life Insurance Company of America® (Guardian), a leading provider of employee benefits and one of the largest dental insurers in the United States, has completed its previously announced acquisition of Sacramento-based Premier Access Insurance Company, aContinue reading “Strategic Purchase Diversifies Guardian’s Dental Network”
How will you allocate your $3M cash at 60 yrs old? Hint: Protect your today to plan for tomorrow
Who owns the 10% of your money,around $300,000 from the total cash of $3M? The IRS, heirs, or left at an institution. How can you reallocate the $300,000 to get better performance with no risk? Permanent whole life insurance is a place to move your $300,000 with no risk. Your cash asset creates more taxContinue reading “How will you allocate your $3M cash at 60 yrs old? Hint: Protect your today to plan for tomorrow”
How much of your savings, investments, retirements and other funds are tax free?
How much of your savings, investments, retirements and other funds are tax free?
The best time to pay taxes is today and not in the future when our investments or savings are bigger, which translates to bigger taxes. So your 401k savings is really not totally your own, half of it goes to IRS. Let me show you a cash flow analysis looking at your income taxes, deferredContinue reading “How much of your savings, investments, retirements and other funds are tax free?”
I am your financial advisor working with a team of specialists, investment advisors and other life coaches
I am your financial advisor working with a team of specialists, investment advisors and other life coaches
Dear Sir, Let me help you with financial strategies to serve your important financial planning needs to balance the financial aspect of your life. Tell me what do you think of your financial advisor. I am not your investment advisor but a holistic financial advisor who also works with investment analyst/advisors and other specialists. What makesContinue reading “I am your financial advisor working with a team of specialists, investment advisors and other life coaches”
How the rich uses tax free wealth transfer with supplemental Long Term Care benefit
How the rich uses tax free wealth transfer with supplemental Long Term Care benefit
How the rich uses tax free wealth transfer with supplemental Long Term Care benefit
If you have idle CDs or annuities and does not serve your purpose of protecting your asset and leaving a legacy to your family or next generation tax-free, let me show you a permanent life policy with no stringent medical exam for 0-85 years of age for tax-free wealth transfer with supplemental long term careContinue reading “How the rich uses tax free wealth transfer with supplemental Long Term Care benefit”
What the rich people wished they knew about money in their 20s
Mark Cuban shared his important personal-finance advice. When we asked him what he wishes he’d known about money in his 20s, he said: That credit cards are the worst investment that you can make. That the money I save on interest by not having debt is better than any return I could possibly get by investingContinue reading “What the rich people wished they knew about money in their 20s”
Teaching your children about money, million dollar baby
Teaching your children about money, million dollar baby
When you start saving $200 per month for your baby who is less than 1 yr old and the savings accumulate with return of at least 6%, guaranteed at 4% the money owned by you doubles every 12 years. This will show your child how money compounds and savings taken via EFT can build towardsContinue reading “Teaching your children about money, million dollar baby”
2015 Health Insurance Marketplace open Enrollment for self-employed and business owners
To thrive as business owners, we have to constantly be up to date and in sync with new ways of doing business, from marketing to insurance. For life, business and health insurance, let me help you navigate these factors. Call Connie Dello Buono CA Life and Health Lic 0G60621 at 408-854-1883 motherhealth@gmail.com Open Enrollment isContinue reading “2015 Health Insurance Marketplace open Enrollment for self-employed and business owners”