I. Economic Factors and Business Information (15%)The 20 scored questions in this section test your knowledge of various aspects of business and economics. Basic Economic Concepts (6 questions)Financial Reporting (4 questions)Analytical Methods (4 questions)Types of Risk (6 questions)II. Investment Vehicle Characteristics (25%)The 32 scored questions in this section test your knowledge of various characteristics ofContinue reading “Series 65 Vocabulary – Investment Advisor”
Tag Archives: savings
Greatest wealth transfer 7pm today
Hiring solar reps and life insurance agents
Electric car, have solar power
Email motherhealth@gmail.com if you have an electric car and get a proposal for a 0 upfront cost solar using power purchase agreement or text 408-854-1883 Save $1000+ per month toward your retirement savings while saving the environment. Email connie@connielifeins.com or text 408-854-1883 Federal Solar Investment Tax Credit (ITC)Buy and install a new home solar system in California in 2020, with orContinue reading “Electric car, have solar power”
Why Athene Fixed Index Annuity for lifetime pension
If you wish to allocate a portion of your savings or retirement/pension in a safe Fixed Index Annuity with no negative market participation, text Connie Dello Buono, 0G60621, at 408-8541883 to show you Athene’s annuity products that suits your retirement savings goal of tax less, fees less, avoid probate, safe with no participation in marketContinue reading “Why Athene Fixed Index Annuity for lifetime pension”
401k to annuities plan worksheet
Gather your current financial plan and evaluate your retirement goals. Do you think you will outlive your savings? If yes, text 408-854-1883 for our field underwriter to show you a plan. Do review your current plan with your family, advisors and other pros. Fixed Index Annuities are savings you wanted to keep for at leastContinue reading “401k to annuities plan worksheet”
A 36 yr old saves $100 every month for her retirement
A $100 per month saved and paid as a premium for an Index Universal Life Insurance ( IUL) plan can yield good retirement money for a 36 yr old female with death benefit of $300,000. In this plan, there is a flexibility to save more each month on top of the monthly premium. My sonContinue reading “A 36 yr old saves $100 every month for her retirement”
Cashback, loyalty programs, shopping points, share in global shopping network
If your goal is savings from a large shopping network, loyalty gift cards for your customers and extra earnings, join for free here to register at Cashback World. About Cashback for new merchants For Cashback World registration, click here. Email connie at motherheath@gmail.com on how to join at the Germany convention with Arnold (the terminator),Continue reading “Cashback, loyalty programs, shopping points, share in global shopping network”
How to save one third of your income each month
In Silicon Valley, it is difficult to save. Some people work 2 to 3 jobs to save and live comfortably. Make a list before bedtime of things you can do to save money and make more money. Find creative ways to increase your business income , your skills or your current job. Network and beContinue reading “How to save one third of your income each month”
Maximize Tax Savings For 2014 Business Car Purchases
Doctors and Business Owners who purchased a business car in 2014 will be able to boost their tax savings using the $8,000 increase in first-year depreciation, thanks to the recent extension of bonus depreciation. Doctors who purchased a heavy SUV or pickup (Gross Vehicular Weight Rating over 6,000 pounds) by December 31, 2014 are eligibleContinue reading “Maximize Tax Savings For 2014 Business Car Purchases”
W2 and 1099 income for Stanford and Kaiser doctors to save more and min taxes
Ask your payroll if you can split your income to W2 (base) and 1099 (extra) to allow your 1099 income into a C corp for max savings and min income taxes. Working for a hospital allowing you to do a 1099 can save you more in income taxes and increase your savings. With VA doctors, payroll willContinue reading “W2 and 1099 income for Stanford and Kaiser doctors to save more and min taxes”
Medical doctors: 2014 tax law changes , impact and financial strategies
How will 2014 tax law changes impact your finances this year and beyond? Although the top marginal tax bracket was increased to 39.6%, most physicians will have their marginal rate (their last dollar of income) taxed at 28% or 33%, depending on your taxable income. Understanding tax brackets Contrary to popular belief, when you earnContinue reading “Medical doctors: 2014 tax law changes , impact and financial strategies”
It is not too late to save for when you live too long
http://www.msn.com/en-us/money/tools/retirementplanner Contact Connie Dello Buono , retirement planner, 408-854-1883 motherhealth@gmail.com to save before the year ends. CA Life Lic 0G60621
Protecting your cash flow
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”