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How Charitable Contributions Affect Your Finances
When you donate money to charity, it not only can make a big difference in someone’s life, it can also reduce your tax liability by
April 6, 2021
Are you looking for assistance with planning for your retirement?
About YOU
We work with a small number of clients.
They all have their own personal goals and objectives, but they all have the same qualities which make them an ideal fit to work with us.
See if Richard E. Reyes, CFP®, The Financial Quarterback™ is the right fit for you.
Meet
Richard E. Reyes
Richard E. Reyes, CFP®, The Financial Quarterback™ provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client’s needs.
It’s not only about retiring, but more importantly about formulating a plan to stay retired.
Our Process
You are our priority.
We focus on YOU!
We are a financial planner, investment advisor, and coach.
Strikingly different to what you’re used to from other financial advisors.
Retirement
Women & Retirement: Facing the Issues
March is Women’s History Month and, because of that, we’d like to highlight some opportunities for women to manage their path towards retirement. Just like
March 22, 2021
Financial Planning
How Do I Maximize My Social Security Benefits?
If you’ve worked for any portion of your life, you’re probably looking forward to the day when you can retire and collect your social security
March 19, 2021