by Richard E. Reyes, CFP
Always be mindful of true objectives for financial pornography. Read More
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
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
by Richard E. Reyes, CFP
You ever wondered whose on the other end of the phone when you call about retirement plan questions? Read More
by Richard E. Reyes, CFP
So what happens if you forget your required minimum distribution (RMD)? Read More
by Richard E. Reyes, CFP
Every day we are bombarded with one-size fits all investing advice. Why is it that people read this stuff and believe that the advice applies to them? Do you think the person giving you this information knows anything about your financial goals and the time frame over which you need to accomplish them? Read More
by Richard E. Reyes, CFP
So you make an election to begin collecting Social Security and you either made or mistake of life changed. Can you fix it? Here are a couple of solutions that might help you. Read More