Financial Planning Archives - Page 10 of 18 - The Financial Quarterback™

Financial Planning, Financial QB TV Videos, Retirement IncomeDecember 12, 2018November 16, 2021 by Richard E. Reyes, CFP®

One True Constant – The Risk of Loss

The one true constant in the market. Read More

Financial Planning, Financial QB TV VideosNovember 29, 2018November 16, 2021 by Richard E. Reyes, CFP®

My Neighbor Says ……

My neighbor says ….. This is my cringe moment. Be careful with what your neighbor says. Read More

Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement IncomeSeptember 6, 2018November 16, 2021 by Richard E. Reyes, CFP®

Trade Off’s & Math

There are no perfect plan or investments. It’s all about trade off’s and math. Read More

Financial Planning, Financial QB TV VideosJune 6, 2018November 16, 2021 by Richard E. Reyes, CFP®

Should You Have A Financial Advisor?

Not everyone should have a financial advisor but everyone would benefit from hiring the right one. Here are a few benefits a good comprehensive advisor brings to your overall financial picture. 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 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

Financial Planning, Financial QB TV Videos, Retirement IncomeOctober 11, 2017November 16, 2021 by Richard E. Reyes, CFP®

3 Ways to Get Around Your RMD

There is NO WAY to entirely keep from taking your required minimum distributions but there are a few ways to decrease the impact of those distributions to your taxes. Read More

Financial Planning, Financial QB TV Videos, RetirementAugust 22, 2017November 16, 2021 by Richard E. Reyes, CFP®

Financial Gray Areas

No matter how much the #financialindustry wants to portray a one size fits all approach, quite often the solution is …. well “IT DEPENDS”. Read More