There has been increasing talk of taxing unrealized capital gains, especially targeting individuals with assets over $100 million. While this…
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Touchback
Just getting the drive started.
You're in the right place.
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First down and then some!
You're with an advisor and looking strong.
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The game plan is working nicely
and you're moving down the field.
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You've entered the redzone
and now retirement is just a few smart plays away!
About Us
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.
Meet Richard E. Reyes CFP®
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.
Recent Articles
In just four years, the financial landscape for retirees has shifted dramatically, placing many in precarious situations. While retirement was…
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As election seasons roll around, the political climate intensifies, bringing with it a wave of speculation and uncertainty. Many people…
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