The Financial Quarterback™

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Evolution of A Plan

May 23, 2019 by Richard E. Reyes, CFP®

The evolution of a financial plan will change over time, however, the process will always remain constant. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Retirement Tagged With: financial planner orlando, Financial Planning, financial qb, financial quarterback, josh jalinski, retirement income planning in florida, retirement planning florida, tom hegna, wealth quarterback, wealth quarterback llc, what is financial planning

Social Security and Working

May 4, 2016 by Richard E. Reyes, CFP®

Can I work and collect Social Security at the same time? Well only if you follow these rules. [Read more…]

Filed Under: Financial Planning, Income Planning, Retirement Income Tagged With: financial planner florida, financial qb, financial quarterback, josh jalinski, retirement planning florida, retirment income planning in florida, richard reyes, social security and working, social security earnings test, social ssecurity planning

What Every Wife Should Know

April 28, 2016 by Richard E. Reyes, CFP®

You and your husband prepared to retire together then the unfortunate happens. Here are some points to be prepared about if your husband predeceases you. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Retirement Tagged With: financial planner florida, josh jalinski, retirement income planning in florida, retirement planning florida, richard reyes, what happens when your husband dies, widow planning

What I Worry About

February 23, 2016 by Richard E. Reyes, CFP®

Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, The Stock Market Tagged With: financial planner florida, financial qb, financial quarterback, financial worries, investing in the stock market, josh jalinski, retirement income planning in florida, retirement planning florida

Markets Down. What to Do

February 10, 2016 by Richard E. Reyes, CFP®

It’s been a rough start to 2016, however, understand that it’s “Time in the market that builds returns, not Timing”. Let’s look at some things that we can do during market declines. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, The Stock Market Tagged With: financial planner florida, financial qb, financial quarerabck, investing in the stock market, josh jalinski, retirement income plannning in florida, retirement planning florida, richard reyes

Oil vs. Stocks

January 27, 2016 by Richard E. Reyes, CFP®

It’s conventional wisdom these days: Stocks follow oil. However, stocks used to follow gold and euro and, before that, Greece. Stocks and oil trade together until they don’t. Hang in there. Stocks are still cheap. Check out Brian Westbury on his latest video. [Read more…]

Filed Under: Brian Westbury, The Stock Market, Volatility Tagged With: financial planner florida, financial qb, financial quarterback, investing in the stock market, josh jalinski, retirement income planning in florida, retirement planning florida, richard reyes

What Our Initial Meeting Looks Like

January 2, 2016 by Richard E. Reyes, CFP®

As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.

[Read more…]

Filed Under: Financial Planning, Financial QB TV Videos Tagged With: financial planner florida, financial qb, financial quarterback, josh jalinski, retirement income planning in florida, retirement planning florida, richard reyes

Oil Boom or Bust

January 30, 2015 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

High oil prices cause economic doom. Low oil prices cause economic doom. Whose right? What should an investor do? [Read more…]

Filed Under: Financial QB TV Videos, Investor Behavior, The Stock Market Tagged With: financial planner florida, financial quarterbak, investing in the stock market, josh jalinski, retirement income planning in florida, retirement planning florida, richard reyes

Don’t Forget to Call Me

December 6, 2014 by Richard E. Reyes, CFP®

This is what you pay me for. Don’t forget to call me. Let me know what you are thinking of vs. crying to me about what you did. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement Tagged With: financial planner florida, financial qb, financial quarterback, josh jalinski, retirement income planning in florida, retirement planning florida, richard reyes

Don’t Worry About it

August 22, 2014 by Richard E. Reyes, CFP®

Let’s take a look at how much time we spend worrying. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Investor Behavior Tagged With: financial planner florida, financial qb, financial quarterback, josh jalinski, retirement income planning in florida, retirement planning florida, richard reyes

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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

PH: (407) 622-6669
FAX: (407) 599-9243
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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. • [FinancialAdvisorsWebsites.com]

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