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29122 Rancho Viejo Road
Suite 105
San Juan Capistrano, CA 92675

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Buscemi Wealth Management, LLC

(949) 218-2499

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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.

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Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Test Your Life Insurance Knowledge

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Diversification, Patience, and Consistency

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3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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See how long your current savings might last if a disability interrupted your income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

See how much you may need to save now to cover future college costs for your child.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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