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Social Security Best Strategy

May 9, 2018 by Richard E. Reyes, CFP®

Is there a “magic” age or time to begin collecting your Social Security benefits? Well? ……. It Depends. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Retirement Income Tagged With: #retireready, claiming social security, financial qb, financial quarterback, josh jalisnki, retirement income orlando, social sceurity timing, social secuity, wealth quarterback

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, 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

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

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

Great Benefits in the Tax Reform Bill

November 8, 2017 by Richard E. Reyes, CFP®

Even though still in its infancy, the GOP tax reform bill has one great benefit which will allow converting your taxable accounts into tax free accounts much easier. Less taxes, more retirement income. [Read more…]

Filed Under: Financial QB TV Videos, Income Tax Planning, Retirement Income Tagged With: david mcnight, financial planner orlando, financial qb, financial quarterback, gop tax reform bill, josh jalinski, power of zero, retirement income orlando, steve lewitt, tax reform bill, wealth quarterback, zero tax bracket

Dow 23,000 – I Don’t Care

October 18, 2017 by Richard E. Reyes, CFP®

The Dow hit a milestone by hitting 23,000. Let me tell you why that shouldn’t be important in your retirement. [Read more…]

Filed Under: Financial QB TV Videos, Investor Behavior, Retirement Income, The Stock Market Tagged With: dow 23000, financial planner orlando, financial quarterback, financialqb, investing in the market, josh jalinski, retirement income orlando, wealth quarterback

A Worthless Plan?

June 9, 2017 by Richard E. Reyes, CFP®

All plans are full of assumptions and flaws. So where’s the value? [Read more…]

Filed Under: Financial QB TV Videos, Retirement Tagged With: financial planner orlando, financial quarterback, financialqb, josh jalinski, retirement income orlando, wealth quarterback

Tempted to Lie to the IRS

March 9, 2017 by Richard E. Reyes, CFP®

Its that time of year you are tempted to lie in order to get a larger refund or pay less. Is it worth it? [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Income Tax Planning, Investor Behavior, Retirement Tagged With: financial planner orlando, financial qb, financial quarterback, josh jalinski, lieing to the irs, retirement income orlando, retirement planner orlando, tax avoidance, tax preparation, tax time, wealth quarterback

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

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  • Home
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