Fixed Index Annuity Now you have an option to accumulate your money outside of the bank CDs. At age 40plus, you want a stronger vehicle with protection of principal and growth up to 5% with no market risks. vs Bank CD Contact Connie Dello Buono for a Fixed index annuity that is favorableContinue reading “Where to fit Voya’s Fixed Index Annuity in your diversified asset base”
Tag Archives: accumulation
I am looking for dentists/doctors who want to buy or sell their medical practice
Let me help you minimize taxes and realize more money in your pocket. I work with corporate lawyers, CPA, insurance agents and other experts in helping doctors, dentists and other health care professionals reduce taxes in buying or selling their medical practice. I help them have a proper corporate structure to get a tax efficientContinue reading “I am looking for dentists/doctors who want to buy or sell their medical practice”
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”
Rich people take small risks to control a big investment
They understand what they can afford, want to plan for their future, and want financial freedom at an early age. They know that paying 3% in admin fee to a mutual fund over 20 years will take away 60% from their accumulated money. They pay themselves first each month using a tax free savings planContinue reading “Rich people take small risks to control a big investment”
Cost of waiting
A 45-yr old doctor who bought an IUL policy for cash accumulation, health benefits and death benefits vs a 47 yr old doctor. ———- Call Connie Dello Buono 408-854-1883 motherhealth@gmail.com CA Life Lic 0G60621 for an IUL policy with tax free accumulation with living benefits for terminal, chronic and critical illness added at no costContinue reading “Cost of waiting”
Term Life Insurance versus Index Universal Life Insurance with living benefits
time value of money and social security by 2037 Like renting a house, term life insurance has no cash value and so you have no access to the growth, accumulation and distribution. It still protect your most valuable asset, your life. We pay car and home insurance but we forgot that our life is moreContinue reading “Term Life Insurance versus Index Universal Life Insurance with living benefits”
Retirement Checklist or Bucket List in 2014
How do we allocate our money? This year, I plan to allocate my money as follows: 1/3 in long-term savings, 1/3 in short term and 1/3 to create experiences with family, love ones and the community I live. I will allocate my time to create more income and build relationships. At 50plus, we all should save atContinue reading “Retirement Checklist or Bucket List in 2014”
Idle Money no more in 2014
Instead of the 1% bank CDs, there is indexed annuities at 13% Safe and does not participate in the downside of the market, with Zero market risk, only participates in the upside of the market Instead of 50% taxes on withdrawal of 410K or IRA or sale of your business Start now with an IndexedContinue reading “Idle Money no more in 2014”
Financial strategy to recover from market loses
Financial strategies of investing/savings Recover from market loses Create an estate Use asset based long term care to protect you from health threats Tax free retirement dubbed as supercharged Roth IRA Better than your 401k and IRA, a savings plan with lifetime retirement income Tax free and Risk Free Time: 9-10am,Monday-Sunday Venue: webinar Cost: Free PleaseContinue reading “Financial strategy to recover from market loses”