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
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
Why are investors and financial advisors so consumed with market timing and stock selection when it makes up less than 10% of where your returns come from? Here is the 90% that is actually important. Read More
