Create an estate with the stroke of a pen and increase your net worth and income. Attend every TuesdaysTAX free retirement planning seminar at Umpqua Bank , 1-hr session, 9-10, 10-11 and 11-12noon. Free gourmet coffee with mushroom and other health vendors from essential oils to weight loss to increase your income. RSVP to Connie 408-854-1883 motherhealth@gmail.com
Tuesday mornings at Umpqua Bank at 225 W Santa Clara St, Ste 150 in downtown San Jose
Tuesday afternoon at Dr Quli Chiropractor Eternal Health Center at 1066 Saratoga Ave #100, San Jose CA , 1-2, 2-3, 3-4 and 4-5
Saturday morning at Mission Valley College 10am, 39825 Paseo Padre Parkway Suite A Fremont 94538
Don’t wait when you are 50 yrs of age to start saving at guaranteed return of 4%-6%. You would need more than 20% of your income to achieve the retirement lifestyle that you want. Saving only 8% of your income when you are in your 30s allows you to double your money many times more during your lifetime using the rule of 72. Avail of financial planning tools, The Life Balance Sheet, financial calculators and advisors from CPA, tax preparer, estate planners, financial planners/advisors to life insurance agents. I have all these resources for you, contact Connie Dello Buono CA Life Lic 0G60621 at 408-854-1883 motherhealth@gmail.com
Estimated Tax AnalysisDecrease number of allowances to match est tax liabilityNet WorthNet WorthIncrease your net worthValue of Compound InterestAnnuity for wealth accumulationSocial Security ReplacementRecommended Asset Allocation ExampleAttitudes Toward RiskAttitudes Toward RiskEstimated Tax AnalysisLump Sum Savings DetailRetirement Analysis
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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