For those who are willing to give up liquidity to maximize guaranteed income for life, the solution has always been relatively straightforward: purchase a lifetime Single Premium Immediate Annuity (SPIA). However, in recent years, annuity companies have begin to offer Deferred Income Annuity (DIA) contracts, also known as longevity annuities, which similarly provide guaranteed incomeContinue reading “Optimal Fixed Annuity for Retirees: Immediate versus Deferred by David Blanchett”
Tag Archives: wealth
CFP,financial advisor guest blogs on Wednesday afternoon
Email motherhealth@gmail.com to get free 15min phone chat with guest blogger who is a certified financial planner and had been helping bay area professionals in the past 13 years. Call Connie Dello Buono 408-854-1883 to be scheduled in the slots from 2pm to 6pm of every Wednesdays starting this 9/17/2014 (first 16 callers/email will beContinue reading “CFP,financial advisor guest blogs on Wednesday afternoon”
4 Things Young Self-Made Millionaires Have In Common by Emmie Martin
Most people work their entire career without becoming a millionaire — but some achieve that level of wealth before turning 30. As it turns out, there are a few key characteristics that set certain people up to earn big early on, according to Peter Voogd, founder of the Game Changers Academy, who made his firstContinue reading “4 Things Young Self-Made Millionaires Have In Common by Emmie Martin”
Increase your net worth and net income: Tax Free Retirement Planning seminar
Create an estate with the stroke of a pen and increase your net worth and income. Attend every Tuesdays TAX free retirement planning seminar at Umpqua Bank , 1-hr session, 9-10, 10-11 and 11-12noon. Free gourmet coffee with mushroom and other health vendors from essential oils to weight loss to increase your income. RSVP to Connie 408-854-1883Continue reading “Increase your net worth and net income: Tax Free Retirement Planning seminar”
How to build a man, Esquire Mentors 2014
We want our boys to grow up to be good men. We want them to know that love doesn’t conquer all, but it conquers a lot. We want them to know their kids’ friends’ names and make them laugh. We want them useful and good. To be a little better than they were. A littleContinue reading “How to build a man, Esquire Mentors 2014”
Tax saving rescue from your 401k/IRA to index annuities-IUL
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”
Wealth gap lasting into retirement by Michael Hill
William Kistler views retirement like someone tied to the tracks and watching a train coming. It’s looming and threatening, but there’s little he can do. Kistler, a 63-year-old resident of Golden, Colorado, has been unable to build up a nest egg for himself and his wife with his modest salary at a nonprofit. He hasContinue reading “Wealth gap lasting into retirement by Michael Hill”
From spender at 20 yrs old to senior citizen at 66 yrs old
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”
Do you need a financial planner?
Good leaders know when to delegate, and when to seek expert opinions. So as the leader of your personal finances, you shouldn’t be afraid to consult a financial planner–when appropriate. Here are ten scenarios to help you determine when it makes sense to hire a professional to provide investment and financial advice. Planners typically chargeContinue reading “Do you need a financial planner?”
Rich people take small risks to control a big investment
They understand what they can afford, want to plan for their future, and want financial freedom at an early age. They know that paying 3% in admin fee to a mutual fund over 20 years will take away 60% from their accumulated money. They pay themselves first each month using a tax free savings planContinue reading “Rich people take small risks to control a big investment”
Set high standards for yourself, Tony Robbins
For 4-days, Tony Robbins equip the attendees, mostly sales and business owners, to dance with your fears, defy the odds, ask with certainty, picture your destiny to reach it, surround yourself with people more influential and successful than you are, to create not destroy, serve others, set high standards and be holistic in mind andContinue reading “Set high standards for yourself, Tony Robbins”
Retirement strategies for women
Retirement_Strategies_for_Women Call Connie 408-854-1883 if you want to earn extra income without working more than 3 jobs or if you want to retire with sufficient pension, tax free and with living benefits (access to funds in your pocket from $100k to $1.5M during health threats – similar to long term care , added at noContinue reading “Retirement strategies for women”
Fire your boss, own a business now, financial planning for CPA, insurance agents, health care pros and realtors
As a CPA, your clients would ask you to help them allocate thier idle money and have health and asset protection. As a realtor, your clients wants your opinion on how to protect their house should a health threat occur or income loss. As an insurance agent, you wanted to be a builder and notContinue reading “Fire your boss, own a business now, financial planning for CPA, insurance agents, health care pros and realtors”
Are you people savvy, 45-55 yrs of age and in need of a career change?
A JOB is just over broke if you live in Silicon Valley. Be creative in your business, monitor your success and connect with more customers thru proper planning and time management. Save, invest and spend in this order. Many small business owners are successful because of proper marketing, time management and serving their customers well. ReferralsContinue reading “Are you people savvy, 45-55 yrs of age and in need of a career change?”