by Richard E. Reyes, CFP
Baby Boomer women have a 70% chance that become a widow before or during retirement. Its crucial that a plan be in place to make sure that the financial transition is easier to bear. Read More
Stop Sending Me “End of America” Videos
by Richard E. Reyes, CFP
Stop sending me videos by Porter Stansberry or any videos about the end of the world. Read More
That Was Fun … Let’s Do It Again
Panic, Fear & Asteroids
by Richard E. Reyes, CFP
Here we go again. What’s going on and what you have to do now. If you have no idea what you are doing, and worse yet, your financial advisor has no idea what you are doing, CALL ME! If you have no plan, no process, or no idea – CALL ME.
TEST DRIVE OUR SERVICES Read More
Stay at Home Coverage
by Richard E. Reyes, CFP
One of the most important components of proper retirement planning is figuring out how to pay for long-term care. This is often misunderstood and we often have pre-conceived ideas that turn out to be catastrophic. Read More
True Objectives
4 Simple Steps for Your Successful Retirement
Order of Return Risk
by Richard E. Reyes, CFP
THE DAY YOU RETIRE AND START TAKING MONEY OUT OF A PORTFOLIO, ALL THE RULES CHANGE AND AVERAGE RETURNS DON’T MATTER. This statement goes against what most retirees think. The day you retire there is only one thing that matters and that is the order of returns. Read More
Having A Trans (Identity) Problem?
by Richard E. Reyes, CFP
We live in a time of confusion. Recent news headlines have created a national conversation on terms like transracial and transgender. I meet with confused people all the time, but the worst are those that have a financial identity crisis. Read More
