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Category: Retirement

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesEstate Planning, Financial QB TV Videos, RetirementMay 16, 2018November 16, 2021 by Richard E. Reyes, CFP®

Avoid These Estate Planning Mistakes

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Deep in the trenches advice. Please don’t make these mistakes when doing your estate plan. Make sure to visit Your Caring Law Firm, our estate planning partners. Read More

CategoriesFinancial QB TV Videos, RetirementSeptember 27, 2017November 16, 2021 by Richard E. Reyes, CFP®

3 Ways to Manage Risk

There are only 3 ways to manage risk in retirement. Which one are you? Read More

CategoriesCoaching, Financial QB TV Videos, Income Planning, RetirementSeptember 20, 2017November 16, 2021 by Richard E. Reyes, CFP®

Can I Retire Early?

Challenges you may encounter when retiring early. Read More

CategoriesFinancial Planning, Financial QB TV Videos, RetirementAugust 22, 2017November 16, 2021 by Richard E. Reyes, CFP®

Financial Gray Areas

No matter how much the #financialindustry wants to portray a one size fits all approach, quite often the solution is …. well “IT DEPENDS”. Read More

CategoriesFinancial QB TV Videos, RetirementJuly 7, 2017November 16, 2021 by Richard E. Reyes, CFP®

Get On The Same Page

If you are wanting to retire, make sure to include this very important person. Read More

CategoriesFinancial QB TV Videos, RetirementJune 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

A Worthless Plan?

All plans are full of assumptions and flaws. So where’s the value? Read More

CategoriesAsset Allocation, Financial QB TV Videos, Investor Behavior, Retirement, The Stock MarketMay 5, 2017November 16, 2021 by Richard E. Reyes, CFP®

Baby Boomers Will Destroy the Market?

As baby boomers rush into retirement will they destroy the market? Read More

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Richard E. Reyes, CFP®, The Financial Quarterback™, Wealth & Business Planning Group, LLC
Copyright 2024 The Financial Quarterback™ • CFP ® CERTIFIED FINANCIAL PLANNER ® and the CFP symbol are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Boards initial and ongoing certification requirements. Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC [The Financial Quarterback™] is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC [The Financial Quarterback™]. Depending on your state of residence, Wealth and Business Planning Group, LLC [The Financial Quarterback™] may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers. • [FinancialAdvisorsWebsites.com]. 
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  • About
    • ABOUT ME
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    • OUR COMPREHENSIVE TEAM
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