The Financial Quarterback™

  • Home
  • About
    • About YOU
    • About ME
    • Our Process
    • Our Comprehensive Team
    • Our Fees
    • Have Richard Speak
  • Events & Courses
  • Your Next Step
  • Resources
    • Retirement Education
    • Investor Education
    • Free Downloads
    • Read My Books
    • Receive Our Monthly Newsletter
  • Blog
  • Contact
  • (407) 622-6669

Carving Out & Sleeping Well

April 19, 2018 by Richard E. Reyes, CFP®

Rule #1 of retirement income is never run out of money. Rule #2 is don’t forget Rule #1. Care out and sleep well. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Home Featured, Retirement Income, The Stock Market Tagged With: #thefinancialqb, david mcknight, financial planner central florida, financial qb, financial quarterback, josh jainski, perpetual retirement income, power of zero david mcknight, prim, retirement income orlando, tom hegna, wealth quarterback

Feel Like Lying to the IRS?

April 5, 2018 by Richard E. Reyes, CFP®

There is a big difference between tax evasion and tax avoidance. Tax avoidance is legal and easy to plan for and doesn’t entail lying. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Home Featured, Income Tax Planning, Retirement Income Tagged With: #retireready, financial planner central florida, financial qb, financial quarterback, josh jalinski, retirement planning, tax avoidance, tax cheat, tax evasion, tax fraud, wealth quarterback llc

That Pesky Tax

March 14, 2018 by Richard E. Reyes, CFP®

Dealing with mutual fund yearly capital gains distributions. That pesky tax. [Read more…]

Filed Under: Financial QB TV Videos, Home Featured, Income Tax Planning, The Stock Market Tagged With: capital gains distribution, financial quartreback, financialqb, investing in the market, josh jalinski, josh jalisnki, mutual funds, wealth quarterback llc

Coming Up Short

March 1, 2018 by Richard E. Reyes, CFP®

Feel like you are coming up short? Here are a few steps you should take to assure yourself a comfortable retirement. [Read more…]

Filed Under: Financial QB TV Videos, Investor Behavior, Retirement Income Tagged With: financial palnner orlando, financial qb, financial quarterback, josh jalinski, paychecks and playchecks, planning for retiement orlando, retirement income, tome hegna, wealth quarterback

When You Need to Call

February 14, 2018 by Richard E. Reyes, CFP®

Don’t wait to call me. It may be too late. Here are a few events when it’s important that we communicate. [Read more…]

Filed Under: Financial QB TV Videos, Investor Behavior Tagged With: financial planner orlando, financial qb, financial quarterback, josh jalinski, perpertual income machine, retire ready, retirement income orlando, wealth quarterback llc

3 Keys to a Happy Retirement

January 31, 2018 by Richard E. Reyes, CFP®

Here are 3 keys that when combined with what I do can lead to a really happy retirement. [Read more…]

Filed Under: Financial QB TV Videos, Investor Behavior Tagged With: financial planning orlando, financial qb, financial quarterback, happy retirement, investing in retirement, josh jalinski, retirement income planning orlando, richard reyes, wealth quarterback, wealth quarterback llc

5 To Do’s When the Market Goes Down

January 17, 2018 by Richard E. Reyes, CFP®

The stock market has been on a recent uptrend since 2017. Here are 5 things you need to do when it goes down. [Read more…]

Filed Under: Financial QB TV Videos, Investor Education, The Stock Market Tagged With: dow jones highs, financial planner orlando, financial qg, financial quarterback, investing in the stock market, josh jalinski, retirement investing, retirement planning in orlando, stock market highs, tom hegna, tony robbins, wealth quarterback llc

Making Too Much for a Roth IRA

January 10, 2018 by Richard E. Reyes, CFP®

Using a 401k to build a Mega Roth IRA. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Income Planning, Income Tax Planning, Roth IRA Tagged With: #retireready, financial planner orlando, financial qb, financial quarterback, josh jalinski, retirement income orlando, roth millionaire, tax free retirement, wealth quarterback

4 New Year Resolutions

January 3, 2018 by Richard E. Reyes, CFP®

Happy New Year. Here are 4 things you have probably been ignoring since “forever”. Let’s get started once and for all. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Income Tax Planning Tagged With: #nobsretirement, #retireready, financial qb, financial quarterback, happy new year, josh jalinski, new year resolutions, roth ira millionaire, tax free millionaire, wealth quarterback

My Non-Predictions for 2018

December 14, 2017 by Richard E. Reyes, CFP®

Here are my NON-Predictions for 2018. Only 2 things are certain. Forecaster are always wrong and those investors that listen to them always lose money. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Investor Behavior, The Stock Market Tagged With: financial qb, financial quarterback, income machine, investing in the market, josh jalinski, perpetual retirement income, retiement income in orlando, stock market, wealth quarterback

  • 1
  • 2
  • 3
  • …
  • 33
  • Next Page »
Call: (407) 622-6669 financial quarterback

sidebar-book-reyes-101truths-1Get a SIGNED copy of The Dirty Filthy Lies My Broker Taught Me & 101 Truths About Money & Investing

Tips and insights from Retirement Planning Experts

 

 

Never worry about retirement income again!

 

 

sidebar-book-reyes-101truths-1Receive our popular print monthly Newsletter – what you really need to know [SIGN UP]

Recent Posts

  • Carving Out & Sleeping Well
  • Feel Like Lying to the IRS?
  • That Pesky Tax
  • Coming Up Short
  • When You Need to Call

Blog Topics

Are We the Right Fit for You? FIND OUT . . .

Call (407) 622-6669
Send An Email
Schedule a meeting
Email Newsletter Sign Up

Recent Posts

  • Carving Out & Sleeping Well
  • Feel Like Lying to the IRS?
  • That Pesky Tax

Blog Topics

Quick Links

About YOU
About ME
Our Process
Have Richard Speak
Privacy Policy
Legal

  • Facebook
  • Linkedin
  • Twitter
  • YouTube

Contact Us

Richard E. Reyes, CFP®
The Financial Quarterback™
Wealth & Business Planning Group, LLC
125 S. Swoope Ave., Suite 109
Maitland, FL 32751

PH: (407) 622-6669
FAX: (407) 599-9243
Email: info@TheFinancialQB.com

Copyright The Financial Quarterback™ • CFP ® CERTIFIED FINANCIAL PLANNER ® and the CFP symbol are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Boards initial and ongoing certification requirements. Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC [The Financial Quarterback™] is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC [The Financial Quarterback™]. Depending on your state of residence, Wealth and Business Planning Group, LLC [The Financial Quarterback™] may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers. • [webdesign]