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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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The Basics of Medicare

The Basics of Medicare

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The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

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The Cost of Medical Care

The Cost of Medical Care

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Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

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Net Unrealized Appreciation and how it affects tax responsibilities.

The ABC’s of Auto Insurance

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Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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Inflation & Retirement

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

What Is My Net Worth?

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

How Long Will My Savings Last If I Become Disabled?

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

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

College Savings

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

How Compound Interest Works

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Fed and How It Got That Way

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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