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Month: August 2016

CategoriesFinancial Planning, Financial QB TV Videos, Long-Term Care, RetirementAugust 25, 2016November 16, 2021 by Richard E. Reyes, CFP®

Are You Better Off Dead?

In some cases you may be actually better off financially to have a spouse die than to go into a nursing home. Here is a case that I continue to see over and over again. Read More

CategoriesFinancial QB TV Videos, Income Tax Planning, Retirement IncomeAugust 25, 2016November 16, 2021 by Richard E. Reyes, CFP®

No Patriotic Duty to Pay More Taxes

Anyone may arrange their affairs that their taxes shall be as low as possible; you are not bound to choose that pattern which best pays the Treasury. There is no patriotic duty to increase one’s taxes. Read More

CategoriesFinancial Planning, Financial QB TV Videos, RetirementAugust 18, 2016November 16, 2021 by Richard E. Reyes, CFP®

You Don’t Have to Retire at 65

There is a psychological perception that you must retire at the magic age of 65. Find out why that is not always the case or even the best plan. Read More

CategoriesAsset Allocation, Financial Planning, Financial QB TV Videos, Investor Education, RiskAugust 3, 2016November 16, 2021 by Richard E. Reyes, CFP®

Staying Focused. Good Advice Never Changes.

Investors have a tendency to only want advice that makes them feel good. They want a quick fix. Here is the quick fix… Good advice never changes while markets and opportunities change daily. Stay focused on your plan and you will be successful long-term. Read More

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    • About
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