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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.

Helpful Content

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

What Is My Net Worth?

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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