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CategoriesFinancial QB TV Videos, Retirement Income, The Stock MarketJuly 14, 2017November 16, 2021 by Richard E. Reyes, CFP®

No One Product

Thinking about retirement? Income the essential during retirement, Retirement is also a long journey. You cannot retire with one product or one strategy. Read More

CategoriesFinancial QB TV Videos, RetirementJuly 7, 2017November 16, 2021 by Richard E. Reyes, CFP®

Get On The Same Page

If you are wanting to retire, make sure to include this very important person. Read More

CategoriesFinancial QB TV Videos, RetirementJune 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

A Worthless Plan?

All plans are full of assumptions and flaws. So where’s the value? Read More

CategoriesFinancial QB TV Videos, Income Planning, Investor BehaviorMay 18, 2017November 16, 2021 by Richard E. Reyes, CFP®

Don’t Be A Minimalist

I think most of us can get behind the statement of living below your means but it doesn’t take a barely adequate lifestyle to retire or to stay retired. Read More

CategoriesAsset Allocation, Financial QB TV Videos, Investor Behavior, Retirement, The Stock MarketMay 5, 2017November 16, 2021 by Richard E. Reyes, CFP®

Baby Boomers Will Destroy the Market?

As baby boomers rush into retirement will they destroy the market? Read More

CategoriesCapitalism, Financial Planning, Income Tax Planning, Retirement IncomeApril 27, 2017November 16, 2021 by Richard E. Reyes, CFP®

Less Taxes, More Money

Should tax rates be higher? It’s the million dollar question! Up? Down? No change? Where in the world should taxes go? In election years, the question of tax rates fills the airwaves. In non-election years, the question of tax rates, again, fills the airwaves. So what’s the answer? Read More

CategoriesFinancial Planning, Financial QB TV Videos, RetirementApril 14, 2017November 16, 2021 by Richard E. Reyes, CFP®

How Much Should I Pay My Advisor

No matter what you think no financial advisor works for free. There is not a huge difference on the fee most financial advisors make but there is a huge difference between what financial advisors do for that fee. Read More

CategoriesAsset Allocation, Financial Planning, Financial QB TV Videos, Investor Behavior, The Stock MarketMarch 16, 2017November 16, 2021 by Richard E. Reyes, CFP®

5 Investing Tips for March Madness

March Madness is here again and I want to take these 5 steps to investing and help you win your Bracketology. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Income Tax Planning, Investor Behavior, RetirementMarch 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

Tempted to Lie to the IRS

Its that time of year you are tempted to lie in order to get a larger refund or pay less. Is it worth it? Read More

CategoriesCoaching, Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, The Stock MarketFebruary 17, 2017November 16, 2021 by Richard E. Reyes, CFP®

Straight Talk About Fiduciary Rule

You can’t legislate bad behavior but you can definitely use these steps to better protect yourself. Always work with a fiduciary. Read More

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Copyright 2024 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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