by Richard E. Reyes, CFP
Baby Boomer women have a 70% chance that become a widow before or during retirement. Its crucial that a plan be in place to make sure that the financial transition is easier to bear. Read More
by Richard E. Reyes, CFP
Baby Boomer women have a 70% chance that become a widow before or during retirement. Its crucial that a plan be in place to make sure that the financial transition is easier to bear. Read More
by Richard E. Reyes, CFP
Here we go again. What’s going on and what you have to do now. If you have no idea what you are doing, and worse yet, your financial advisor has no idea what you are doing, CALL ME! If you have no plan, no process, or no idea – CALL ME.
TEST DRIVE OUR SERVICES 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
So what happens if you forget your required minimum distribution (RMD)? 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
by Richard E. Reyes, CFP
Some folks are prepared for retirement and some aren’t but baby boomers are rushing into retirement and are in a tough spot as they are late in the game. If you’re in this group, there’s no way around it. However, there are things that you can do on your own that have nothing to do with investing. Read More
by Richard E. Reyes, CFP
Next to longevity risk and inflation, knowing how much one is able to withdraw is crucial to your retirement success. Most people have no idea how dangerous it is to withdraw too much each year. Read More