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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

Your Social Security Roadmap

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Inflation & Retirement

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

How Long Will Your Money Last?

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Comparing Mortgage Terms

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

Federal Capital Gains Tax Estimator

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

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

RE: Retirement

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

Behavioral Finance

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

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