Today, I completed my profile to learn about my strengths and weakness in order to succeed. Tony Robbins and his team are my mentors. https://www.tonyrobbins.com/ue/disc-profile.php Research shows that the most successful people share the common trait of self-awareness. They recognize the situations that will make them successful, and this makes it easy for them toContinue reading “Knowing my strengths and weakness to succeed”
Category Archives: retirement income
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”
Young techies buying stocks/investments to plan to retire early
Talking to a 27 yr old techie this afternoon who owns some investments and stocks with the hope of retiring early at 40 was very promising. Silicon valley is a haven for young techies. They own stocks and buy more investments. I asked him if he has a financial planner and he said no.Continue reading “Young techies buying stocks/investments to plan to retire early”
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”
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 0G60621Continue reading “Free financial planning and review for bayarea pros, 3000 laid off Cisco employees and business owners”
Tax saving rescue from your 401k/IRA to index annuities-IUL
Call Connie Dello Buono CA Life Lic 0G60621 at 408-854-1883 motherhealth@gmail.com for diversification and asset protection with tax advantage to you and your heirs. Learn how to have a tax advantage retirement income from 45-75 yrs of age. Mon-Fri in San Jose and San Mateo and on Sat in Fremont. One one one presentation orContinue reading “Tax saving rescue from your 401k/IRA to index annuities-IUL”
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”