Protect your legacy or accumulated wealth to help you have lifetime income, reallocate idle money/assets to tax free assets and grow your remaining funds. What is the purpose of your money? There is a program I can help you fit the purpose of your assets and what you want to do with them. If I canContinue reading “What is the purpose of your money? Protect your legacy”
Category Archives: retirement income
Life settlement , what you need to know
Investor Bulletin on Life Settlements The Office of Investor Education and Advocacy is issuing this Investor Bulletin to highlight information about life settlements and some of the risks these types of transactions may pose for investors. Individual investors considering a life settlement transaction may wish to keep the following points in mind and seek guidanceContinue reading “Life settlement , what you need to know”
From spender at 20 yrs old to senior citizen at 66 yrs old
Life teaches us a lesson. Before we lose everything, create a budget and save. It is not late whether you are in the spender group or senior group, let me help you avoid RMD, and being broke or losing money in stocks or other high risk investments. Call for appointment. Connie Dello Buono, retirement plannerContinue reading “From spender at 20 yrs old to senior citizen at 66 yrs old”
Withdraw a net $75,000 per year from $1 million earning 7.5% in a 0% tax bracket
Teachers, nurses and workers are my heroes. They worked hard and so I pledge to help them with tax free retirement income for life. Whethere you have only $300 per month to save or a $1M to set aside towards a lifetime retirement income, indexing strategy using an IUL will help you withdraw a netContinue reading “Withdraw a net $75,000 per year from $1 million earning 7.5% in a 0% tax bracket”
Work less, save more, reach your retirement income early
work less save for lifetime retirement pension connie dellobuono Download the presentation above to plan for your future, a retirement matching your lifestyle. All possible without working McJobs or working two jobs. Contact Connie Dello Buono, retirement planner CA Life Lic 0G60621 408-854-1883 motherhealth@gmail.com In 50 US states. 1708 Hallmark Lane San Jose CA 95124Continue reading “Work less, save more, reach your retirement income early”
No retirement income at 65, plan early and review yearly
I met two people this year who had made millions in the past 20 yrs and they are broke now with no retirement income. They prioritize mansions and others before they have ensured their most important asset, their life with sufficient retirement income, money during health threats/long term care, investments with no market risks andContinue reading “No retirement income at 65, plan early and review yearly”
Business mentoring and Tax free retirement info to all 18k laid off Microsoft employees
With your experience in working in the corporate environment, you are now in best position to learn how to position yourself in the business world if you are open for a business opportunity. As employees, we have helped build other people’s dreams. It is now time for us to build our own dreams. I have partneredContinue reading “Business mentoring and Tax free retirement info to all 18k laid off Microsoft employees”
How Can You Receive Nursing Home Benefits Without Losing Your Hard-Earned Assets?
Retirement_Asset_Protection connie dello buono You do not have to lose your hard earned money for lifetime retirement should you need nursing home care. Prepare many years in advance for asset protection and health planning. Government regulations for health care benefits look at your assets 5 years back. Plan for your estate, gifting your children andContinue reading “How Can You Receive Nursing Home Benefits Without Losing Your Hard-Earned Assets?”
Long Term Care Planning, Medi-Cal/Medicaid, Estate Planning, Save a Senior
Seminar on Long term care and Medi-Cal/Medicaid Planning is scheduled weekly in the bay area. Contact Connie Dello Buono 408-854-1883 motherhealth@gmail.com for group or one on one introduction and info sharing. CA Life Lic 0G60621. 1708 Hallmark Lane San Jose CA 95124 We help you in form of education understand the government regulations. Help youContinue reading “Long Term Care Planning, Medi-Cal/Medicaid, Estate Planning, Save a Senior”
FUTUREADVISOR.com is a free investment advisor
FutureAdvisor is an investment advisor that takes academically researched portfolio management principles and applies them to your situation. Our recommendation algorithms are based on these principles and academic works. 1. Index Investing: more effective than picking stocks FutureAdvisor’s algorithmic portfolio recommendations favor low-fee index funds. Not only do low-fee index funds perform better in the long run [1],Continue reading “FUTUREADVISOR.com is a free investment advisor”
Making your retirement plan what you wish for
A retirement plan for health care pros and docs Tax free Zero market risk Health benefits for terminal and chronic illness added at no cost In 50 US states Using 5 indexing strategies of wealth accumulation Call Connie Dello Buono 408-854-1883 motherhealth@gmail.com after you read the above ppt presentation materials. This pension plan is forContinue reading “Making your retirement plan what you wish for”
Turning 50? it is not late to prepare for your retirement savings plan
A senior costs her three homes to pay for 15yrs of staying in a care home facility.She has no retirement savings, long term care or other means of generating income. Her diabetes caused her death after 15 yrs in a care home with not enough exercise and motivation to eat healthy food even when theContinue reading “Turning 50? it is not late to prepare for your retirement savings plan”
To retire or not to retire overseas
Some of my friends want to retire outside of the USA for cost reasons. I cannot retire in the Philippines although it will only cost me less than $500 to survive comfortably in the rural areas close to nature and island surrounded by white sand beaches and fresh food. I have to live close toContinue reading “To retire or not to retire overseas”
Minimum death benefit maximum cash accumulation tax free, risk free
A secret for the affluent, a life insurance that is tax free, linked to inflation (stock market) and indexing investment strategy, participating only when the market is going up (Lock In and Reset). Josh Jenkins-Robbins talks about maximum funded tax advantage life insurance contract using IRS code sections 72(e) 101 (a) 7702. I have thisContinue reading “Minimum death benefit maximum cash accumulation tax free, risk free”