Long term care is costly. Be proactive, include a life insurance agent and estate planner/lawyer in your retirement planning. Text 408-854-1883 for tax free, avoid probates Index Universal Life Insurance, to grow your savings for lifetime retirement savings and for lifetime retirement income, with no negative returns like 401k, Athene Fixed Index Annuity can avoidContinue reading “Asset protection from MediCal recovery”
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Save for income during retirement years. Contact Connie Dello Buono 408-854-1883 firstname.lastname@example.org CA Life Lic 0G60621 for Fixed Indexed Annuities as one of your retirement tools.
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”
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Avoid financial disasters, health threats, retirement threats and taxes at all costs. Accept change to protect your cash flow. This is the mindset of the early innovators and early adaptors. Whatever their age bracket be, they are high income earners and risk takers. How do we attract adopters and retain believers? Surround yourself with people whoContinue reading “Protecting your cash flow”
A tax efficient financial plan will keep more of your money to last forever based on retirement and health threats. Email Connie Dello Buono , firstname.lastname@example.org , to have a free 30min chat with a financial advisor and receive a free custom financial strategy. Call 408-854-1883 to be scheduled this October before the end ofContinue reading “Free custom financial strategy from financial advisor”
Owner Goal Employees (Non-Owner) Plan Type Requirements Advantages Older Than Employees Maximize Contributions, Deductions & Benefits 0-4 Fully Insured Defined Benefit Plan, also known as a 412(e)(3) Plan Steady Profits: Business generates enough income to support ongoing plan contributions,. Plan funding required each year. Highest Possible Contribution, Deduction & Benefits. All Plan Assets HeldContinue reading “Type of Qualified Retirement Plan for high net income pros and business owners”
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Your house is not your retirement plan. Many seniors in care homes have sold more than 2 houses to pay for their caregiving services. Contact Connie 408-854-1883 firstname.lastname@example.org for a financial advisor and an LBS expert to help you optimize your retirement savings to last forever with efficient tax strategies and protection for the future.Continue reading “Is your house your retirement plan?”
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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”
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”