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.
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by Richard E. Reyes, CFP
One of the most important components of proper retirement planning is figuring out how to pay for long-term care. This is often misunderstood and we often have pre-conceived ideas that turn out to be catastrophic. 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
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
