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

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

Simple 401k

Simple 401k

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

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Inflation & Your Money

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Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Retirement Realities

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Insurance Needs Assessment: For Empty Nesters and Retirees

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Estimate how much life insurance coverage may be appropriate for your situation.

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

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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?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Coaches

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

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.

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