Welcome to the website of Buscemi Wealth Management, LLC! Our firm is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our focus is on you and guiding you through the complex world of investing with strategies that address both your short & long term financial goals. We will help you design a customized investment plan to help grow & preserve your wealth and provide you and your family advice for every stage of your financial life.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (949) 218-2499. We look forward to hearing from you.
Helpful Content
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.