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Estate Planning, Financial QB TV Videos, RetirementMay 16, 2018November 16, 2021 by Richard E. Reyes, CFP®

Avoid These Estate Planning Mistakes

,Deep in the trenches advice. Please don’t make these mistakes when doing your estate plan. Make sure to visit Your Caring Law Firm, our estate planning partners. Read More

Financial Planning, Financial QB TV Videos, Retirement IncomeMay 9, 2018November 16, 2021 by Richard E. Reyes, CFP®

Social Security Magic Age

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

Financial Planning, Financial QB TV Videos, Retirement Income, The Stock MarketApril 19, 2018November 16, 2021 by Richard E. Reyes, CFP®

Carving Out & Sleeping Well in Retirement

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

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeApril 5, 2018November 16, 2021 by Richard E. Reyes, CFP®

Lying to the IRS

There is a big difference between tax evasion and tax avoidance. Tax avoidance is legal and easy to plan for and doesn’t entail lying. Read More

Financial QB TV Videos, Income Tax Planning, The Stock MarketMarch 14, 2018November 16, 2021 by Richard E. Reyes, CFP®

Capital Gains Distributions

Dealing with mutual fund yearly capital gains distributions. That pesky tax. Read More

Financial QB TV Videos, Investor Behavior, Retirement IncomeMarch 1, 2018November 16, 2021 by Richard E. Reyes, CFP®

Coming Up Short for Retirement

Feel like you are coming up short? Here are a few steps you should take to assure yourself a comfortable retirement. Read More

Financial QB TV Videos, Investor BehaviorFebruary 14, 2018November 16, 2021 by Richard E. Reyes, CFP®

When You Need to Call Me

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

Financial QB TV Videos, Investor BehaviorJanuary 31, 2018November 16, 2021 by Richard E. Reyes, CFP®

3 Keys to a Happy Retirement

Here are 3 keys that when combined with what I do can lead to a really happy retirement. Read More

Financial QB TV Videos, Investor Education, The Stock MarketJanuary 17, 2018November 16, 2021 by Richard E. Reyes, CFP®

5 Things to Do When the Market Goes Down

The stock market has been on an uptrend. Here are 5 things you need to do when it goes down. Read More

Financial Planning, Financial QB TV Videos, Income Planning, Income Tax Planning, Roth IRAJanuary 10, 2018November 16, 2021 by Richard E. Reyes, CFP®

Making Too Much for a Roth IRA

Using a 401k to build a Mega Roth IRA. Read More