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”
Tag Archives: Financial plan
Plan for financial retirement should start when we are 25yrs of age
About 90% of Americans engage in some sort of personal financial planning, but few have a clear, well-rounded approach to reaching their goals. This month, the Certified Financial Planner Board of Standards and the Consumer Federation of America released the 2013 Household Financial Planning Survey and Index, which detailed the four categories of planners amongContinue reading “Plan for financial retirement should start when we are 25yrs of age”