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CategoriesFinancial Planning, Financial QB TV Videos, Retirement Income, The Stock MarketApril 19, 2018November 16, 2021 by Richard E. Reyes, CFP®

Carving Out & Sleeping Well in Retirement

Rule #1 of retirement income is never run out of money. Rule #2 is don’t forget Rule #1. Care out and sleep well. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Retirement IncomeOctober 11, 2017November 16, 2021 by Richard E. Reyes, CFP®

3 Ways to Get Around Your RMD

There is NO WAY to entirely keep from taking your required minimum distributions but there are a few ways to decrease the impact of those distributions to your taxes. 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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  • About
    • ABOUT ME
    • ABOUT YOU
    • OUR COMPREHENSIVE TEAM
    • HAVE RICHARD SPEAK
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