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
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Saving for College 101
Here's a crash course on saving for college.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.