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Category: Financial QB TV Videos

CategoriesFinancial Planning, Financial QB TV Videos, Investor BehaviorJanuary 6, 2017November 16, 2021 by Richard E. Reyes, CFP®

Stop Listening to Fools

Stop listening to fools predicting the future. Here are some ways to know you are listening to a fool. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Investor BehaviorDecember 16, 2016November 16, 2021 by Richard E. Reyes, CFP®

6 Great Things About Diversification

Understanding diversification is more that “not putting your eggs in one basket”. Here is six ways you can benefit from proper diversification. Read More

CategoriesFinancial Planning, Financial QB TV Videos, RetirementNovember 18, 2016November 16, 2021 by Richard E. Reyes, CFP®

Planning for a Hail Mary Retirement

Sometimes its hard to make up for lost time, however, you often have options. Here is a few things to consider if you haven’t saved enough or anything for retirement. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior, The Stock MarketNovember 9, 2016November 16, 2021 by Richard E. Reyes, CFP®

Donald Trump is President. What’s Next?

Donald Trump has been elected as our new President. So what’s next for the market’s? Read More

CategoriesAsset Allocation, Financial Planning, Financial QB TV Videos, Retirement, The Stock MarketOctober 14, 2016November 16, 2021 by Richard E. Reyes, CFP®

Elections and Your Portfolio

Elections are always crazy but this time around its definitely out of control. However, we have two candidates whose ideologies couldn’t be more different so how do you protect your portfolio and your retirement. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Income Planning, RetirementSeptember 30, 2016November 16, 2021 by Richard E. Reyes, CFP®

Unravelling Money & Remarriage

Getting remarried can lead to a host of financial complications. Here are some tips to to build a solid foundation. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Life Insurance, RetirementSeptember 22, 2016November 16, 2021 by Richard E. Reyes, CFP®

Taxes & Long-Term Care; 2 Other Uses for Life Insurance

Do you need life insurance in retirement? Well here are 2 great uses for life insurance to take advantage of during your retirement. 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 Planning, Financial QB TV Videos, Long-Term Care, RetirementAugust 25, 2016November 16, 2021 by Richard E. Reyes, CFP®

Are You Better Off Dead?

In some cases you may be actually better off financially to have a spouse die than to go into a nursing home. Here is a case that I continue to see over and over again. 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

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