On to your next vacation? Retirement income fund only for 5 years! 2.75% interest for financed money (like a mortgage) towards your retirement with only your life policy and down payment as your leveraged retirement plan that you fund for 5 yrs only (50:50). Estimate your retirement here: https://lnkd.in/gFrUSSY Many years of working have usContinue reading “Retirement income fund for 5 years only”
Tag Archives: retirement plan
Free retirement plan fund for 5 yrs only
Retirement income with no capital, market and tax risks , funded for 5 yrs only. Free seminar, contact Connie Dello Buono , connie@connielifeins.com , 4088541883 Zoom connie dello buono is inviting you to a scheduled Zoom meeting. Topic: Retirement plan fund for 5 yrs onlyTime: May 12, 2021 09:00 AM Pacific Time (US and Canada)EveryContinue reading “Free retirement plan fund for 5 yrs only”
Respect money to get to your financial goals in 2015
Step One: Begin The Goal Setting Process In January We begin our annual goal setting cycle in the weeks surrounding New Year’s Day. Why? Because it’s virtually impossible to forget or avoid this annual holiday event. The New Year is a natural time to reflect on achievements from the prior year and start thinking aboutContinue reading “Respect money to get to your financial goals in 2015”
Suddenly everything is a choice rather than a mandatory cost, your personal finance resolution for 2015
Car: Riding a bike or bus to work. Think of saving the car insurance and cost of gas for years before buying your dream car. House: Settling for a room to rent or mobile home or community house sharing. Think Income first before Spending. This means buying a fourplex as your first home or aContinue reading “Suddenly everything is a choice rather than a mandatory cost, your personal finance resolution for 2015”
Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible
Do not catch a falling knife but do use tax strategies to grow your wealth which is a more effective strategy than trying increase returns on risky investments. Call Connie Dello Buono to meet our senior financial advisors and wealth managers who have a track record of protecting you especially if the market corrects itselfContinue reading “Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible”
Business ownership, real estate and paper assets are your path to wealth building
Business ownership and real estate are the two wealth building asset classes financial advisers typically don’t talk about (because they can’t sell them) even though they are essential components to many wealth plans. Just to be fair, however, business ownership and real estate aren’t for everyone either. These two asset classes have their own setContinue reading “Business ownership, real estate and paper assets are your path to wealth building”
Net Unrealized Appreciation and Qualified Retirement Plan Distributions
Often, individuals employed by large corporations have the option to invest some of their qualified retirement plan contributions (e.g., 401(k) contributions), as well as employer contributions, into their employer’s stock. If you believe in the long term prospects of the company, that may make sense as part of your asset allocation strategy. But what happensContinue reading “Net Unrealized Appreciation and Qualified Retirement Plan Distributions”
Are you a helper, I need you
If you sits in one or more board of directors in a non-profit or other organization, I need you. I need a helper to refer me to people who needs professional financial advise from team of experts. You might be a teacher, firefighter, policemen,nurses,clergy,volunteers,social workers, and just a philantrophist who can can make a differenceContinue reading “Are you a helper, I need you”
Inherited IRAs are Not Protected in Bankruptcy as “Retirement Funds”
On June 12, 2014, the U.S. Supreme Court decided the case of Clark v. Rameker. The Court held that Inherited IRA’s were not “retirement funds” and therefore, not protected assets in bankruptcy. Background The petitioners in the case had filed for Chapter 7 bankruptcy and were seeking to exclude approximately $300,000 from the bankruptcy estateContinue reading “Inherited IRAs are Not Protected in Bankruptcy as “Retirement Funds””
Free 30-min chat with a financial advisor 408-854-1883
Call Connie Dello Buono to schedule you to one of the many financial advisors who can listen to your financial goals for 30-min at 408-854-1883 and email motherhealth@gmail.com. And then when you know that you need a financial strategy, another 40min free introduction to the financial strategy will be scheduled. There is the listening toContinue reading “Free 30-min chat with a financial advisor 408-854-1883”
Is your house your retirement plan?
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 motherhealth@gmail.com 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?”
Income Planning for retirement
Income Planning for Retirement https://www.brainshark.com/glic/vu?pi=zBVzOJ8BWz0z0 guaranteed income annuity guardian brochure
Accepting change to reorganize your finances
Successful people very quickly identify for themselves that they have a problem in organizing their finance and need proper risk protection from savings plan using perm life insurance with tax free cash accumulation to income disability insurance to protect overhead costs of their business. Let me help you find the money to allocate for longContinue reading “Accepting change to reorganize your finances”
3 ways to tax free retirement or savings plan, looking for savers to save $50k per year
Tax Free saving: Municipal bonds, Roth IRA and permanent life insurance. I suggest a permanent life insurance for saving your money each year, for example $50,000 each year, increasing your estate by $7M, guaranteed return of 4% plus additional dividend yield of 2%, allowing you to borrow your own money year 2 (liquid) and withContinue reading “3 ways to tax free retirement or savings plan, looking for savers to save $50k per year”