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Category: Retirement Income

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

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

Totally Tax Free

A continuation on the importance of tax diversification. Totally tax free accounts offer great benefits dealing with the tax impact in retirement. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeMay 19, 2016November 16, 2021 by Richard E. Reyes, CFP®

Your Tax Time Bomb

A continuation on the importance of tax diversification. Tax Deferred accounts offer great benefits especially if your employer provides a match but be careful to properly plan the tax impact in retirement. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeMay 11, 2016November 16, 2021 by Richard E. Reyes, CFP®

The Other Diversification

When it comes to diversification, understanding the impact of taxes on your retirement is crucial to a successful and lasting plan. Read More

CategoriesFinancial Planning, Income Planning, Retirement IncomeMay 4, 2016November 16, 2021 by Richard E. Reyes, CFP®

Social Security and Working

Can I work and collect Social Security at the same time? Well only if you follow these rules. Read More

CategoriesAnnuities, Asset Allocation, Coaching, Financial Planning, Financial QB TV Videos, Investor Behavior, Long-Term Care, Retirement, Retirement IncomeDecember 16, 2015August 24, 2021 by Richard E. Reyes, CFP®

2 Important Questions

by Richard E. Reyes, CFP

If you want to have a successful retirement you must answer these 2 important questions. Read More

CategoriesAnnuities, Asset Allocation, Financial Planning, Financial QB TV Videos, Investor Behavior, Life Insurance, Long-Term Care, Retirement, Retirement Income, Risk, The Stock MarketDecember 8, 2015August 24, 2021 by Richard E. Reyes, CFP®

Insurance is an Investment Myth

by Richard E. Reyes, CFP

Defining the difference between insurance and investments. Read More

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Recent Posts
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  • About
    • ABOUT ME
    • ABOUT YOU
    • OUR COMPREHENSIVE TEAM
    • HAVE RICHARD SPEAK
  • OUR PROCESS
  • OUR FEES
  • Resources
    • READ MY BOOKS
    • INVESTOR EDUCATION
    • NEWSLETTER
  • BLOG
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