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Category: Retirement Income

CategoriesFinancial 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

CategoriesFinancial QB TV Videos, Retirement Income, The Stock MarketOctober 4, 2017November 16, 2021 by Richard E. Reyes, CFP®

Average Returns Don’t Matter

Once you get away from the world of accumulation into the world of distribution, average returns don’t matter. Read More

CategoriesCoaching, Financial Planning, Financial QB TV Videos, Retirement IncomeAugust 2, 2017November 16, 2021 by Richard E. Reyes, CFP®

Absolutely Not

Should you be investing in Bitcoins for your retirement? Read More

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

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, Retirement, Retirement IncomeFebruary 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

Building the Puzzle

Accumulation is easy but when you cross into the world of distribution everything you did before has to fit together to complete the puzzle. Read More

CategoriesCoaching, Financial QB TV Videos, Income Planning, Retirement IncomeJanuary 13, 2017November 16, 2021 by Richard E. Reyes, CFP®

Is It Time to Refinance?

With interest rates starting to creep up, is it time to refinance your mortgage? Here is a few things to consider before you take that step. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Life Insurance, Pension Income, Retirement IncomeSeptember 15, 2016November 16, 2021 by Richard E. Reyes, CFP®

Do You Need Life Insurance?

Do I need life insurance in retirement? Planning with life insurance can provide you with some safe and great benefits. Let’s review how life insurance can provide you with more pension income. Read More

CategoriesFinancial QB TV Videos, Income Tax Planning, Retirement IncomeAugust 25, 2016November 16, 2021 by Richard E. Reyes, CFP®

No Patriotic Duty to Pay More Taxes

Anyone may arrange their affairs that their taxes shall be as low as possible; you are not bound to choose that pattern which best pays the Treasury. There is no patriotic duty to increase one’s taxes. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Income Planning, Retirement IncomeJuly 13, 2016November 16, 2021 by Richard E. Reyes, CFP®

Retirement Math 2+2=4

Retirement is long, expensive, and often full of unknowns. You must understand this simple formula at all times during retirement. Read More

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