Financial Planning Archives - Page 9 of 18 - The Financial Quarterback™

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeNovember 7, 2019November 16, 2021 by Richard E. Reyes, CFP®

Tax Free IRA Distributions

Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More

Capitalism, Financial Planning, Financial QB TV VideosJune 5, 2019November 16, 2021 by Richard E. Reyes, CFP®

Tariff’s & Your Retirement

Let’s take a look at what the impact of these tariff wars mean to your retirement. Read More

Financial Planning, Financial QB TV Videos, RetirementMay 23, 2019November 16, 2021 by Richard E. Reyes, CFP®

Evolution of a Financial Plan

The evolution of a financial plan will change over time, however, the process will always remain constant. Read More

Financial Planning, Financial QB TV Videos, RetirementMarch 21, 2019December 13, 2021 by Richard E. Reyes, CFP®

Planning For A Really Bad Retirement

Let me show you how to have a really BAAAAADDDDDDDD retirement. Read More

Financial Planning, Financial QB TV Videos, Retirement IncomeMarch 7, 2019November 16, 2021 by Richard E. Reyes, CFP®

50/50 Chance of Death

Why would you hire a doctor who was going to kill you 50% of the time? Why would you fly an airline whose planes crash 50% of the time? Why are you hiring a financial advisor who will give you a plan that will fail 50% of the time? Read More

Financial Planning, Financial QB TV Videos, Retirement, Retirement IncomeJanuary 15, 2019November 16, 2021 by Richard E. Reyes, CFP®

Fortify

Make sure to FORTIFY your retirement income. Read More

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