Income Planning for Retirement https://www.brainshark.com/glic/vu?pi=zBVzOJ8BWz0z0 guaranteed income annuity guardian brochure
Tag Archives: wealth
Track your miles and awards program, cash flows, financial plan
Email Connie at motherhealth@gmail.com to track your miles and awards programs. Call Connie 408-854-1883 to have your own The Living Balance Sheet which includes tracking of your miles and awards programs and most of all 30min access for . And include your time to learn how to use it with an LBS expert at ourContinue reading “Track your miles and awards program, cash flows, financial plan”
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”
smiles of our young children and free time to do the things we love to do the most
Dear parents and busy working professionals, As parents, our morning is lighted up by the warm smile from the faces of our young children. We love our children so much that we need to protect our future, our life, assets, accumulated wealth to be able to provide for them during emergencies, college, buying new house,Continue reading “smiles of our young children and free time to do the things we love to do the most”
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”
Spend, save and earn at your own online business
I preach save, invest and spend. But at: http://clubalthea.wakeupnow.com/ You can spend, save and earn at the same time. And to learn more: Wake Up Now Training Video Half of the people in the bay area are direct sellers. And more internet shoppers are looking for discounts and deals. So, earn while you shop at yourContinue reading “Spend, save and earn at your own online business”
Cash flow analysis worksheet template
Cash Flow Worksheet from connie 4088541883 Dear Friends, My goal is to help others organize their finances. Who do you know who loves to save money and has a family and house? I also help single parents navigate thru their retirement plans and savings or wealth accumulation fund. Most of all, I am now AHIPContinue reading “Cash flow analysis worksheet template”
How much of your savings, investments, retirements and other funds are tax free?
The best time to pay taxes is today and not in the future when our investments or savings are bigger, which translates to bigger taxes. So your 401k savings is really not totally your own, half of it goes to IRS. Let me show you a cash flow analysis looking at your income taxes, deferredContinue reading “How much of your savings, investments, retirements and other funds are tax free?”
I am your financial advisor working with a team of specialists, investment advisors and other life coaches
Dear Sir, Let me help you with financial strategies to serve your important financial planning needs to balance the financial aspect of your life. Tell me what do you think of your financial advisor. I am not your investment advisor but a holistic financial advisor who also works with investment analyst/advisors and other specialists. What makesContinue reading “I am your financial advisor working with a team of specialists, investment advisors and other life coaches”
What the rich people wished they knew about money in their 20s
Mark Cuban shared his important personal-finance advice. When we asked him what he wishes he’d known about money in his 20s, he said: That credit cards are the worst investment that you can make. That the money I save on interest by not having debt is better than any return I could possibly get by investingContinue reading “What the rich people wished they knew about money in their 20s”
Teaching your children about money, million dollar baby
When you start saving $200 per month for your baby who is less than 1 yr old and the savings accumulate with return of at least 6%, guaranteed at 4% the money owned by you doubles every 12 years. This will show your child how money compounds and savings taken via EFT can build towardsContinue reading “Teaching your children about money, million dollar baby”
How gifting are taxed by Intuit
If you give people a lot of money, you might have to pay a federal gift tax. But the IRS also allows you to give up to $14,000 in 2013 to any number of people without facing any gift taxes, and without the recipient owing any income tax on the gifts. Why it pays toContinue reading “How gifting are taxed by Intuit”
The Future Is For Real: Succession Planning Reframed by Lewis J. Walker, CFP®; and Maria C. Forbes
The 2014 movie Heaven Is For Real gives one pause to ponder the future. After life, what’s next? Colton is the real-life son of Todd and Sonja Burpo. The film chronicles a near-death experience when Colton was a young child. The family was incredulous over his miraculous recovery from an emergency appendectomy. More amazing wasContinue reading “The Future Is For Real: Succession Planning Reframed by Lewis J. Walker, CFP®; and Maria C. Forbes”
How Roth IRA Distributions are taxed
If you have 401K, stocks, mutual funds, Roth IRA, IRA, annuities or other kinds of assets, you need asset protection using your life insurance. Use this life insurance application to complete when you decide after discussing with me about your asset protection plan with illustration detailing cash accumulation, face amount and tax strategies. Connie DelloContinue reading “How Roth IRA Distributions are taxed”