financial planner orlando Archives - Page 8 of 13

Financial Planning, Financial QB TV Videos, Income Planning, Investor BehaviorApril 29, 2020November 16, 2021 by Richard E. Reyes, CFP®

What Retirees Should Do Now During COVID-19

If you are retired during this COVID-19 pandemic, chances are you might be concerned about your future retirement.

In fact, most retirees don’t plan their retirement well and are too dependent on the market. Read More

Financial QB TV Videos, Investor BehaviorApril 23, 2020November 16, 2021 by Richard E. Reyes, CFP®

What Pre-Retirees Should Do During COVID-19

It’s never too late to get serious about your retirement.

I have found that 55 is usually that arbitrary point where, depending on when you expect to retire, you’re starting to think more seriously about those post-65 years. Read More

Financial Planning, Financial QB TV Videos, The Stock MarketApril 17, 2020November 16, 2021 by Richard E. Reyes, CFP®

How I’m Investing During COVID-19

It’s a tough financial time for many as we deal with the COVID-19 pandemic, but that doesn’t mean you have to lie down and let yourself get pummeled. There are things you can do to manage your assets!

If you’re fortunate enough to not have your family income reduced during this time, there are some opportunities to protect yourself and grow your long-term wealth if you are under the age of 55. Read More

Financial Planning, Financial QB TV Videos, Retirement Income, The Stock MarketMarch 26, 2020November 16, 2021 by Richard E. Reyes, CFP®

Dollar Cost Averaging and Retirement Don’t Mix!

You’ve probably heard the term dollar cost averaging over your years of making contributions into your retirement accounts. Dollar cost averaging is when you make a regular, fixed-dollar contribution into your investments regardless of what occurs in the market. Read More

Financial Planning, Financial QB TV Videos, Roth IRA, The Stock MarketMarch 25, 2020November 16, 2021 by Richard E. Reyes, CFP®

Why COVID-19 is the Perfect Time For a Roth Conversion

These are uncertain times. People are getting laid off, the stock market has taken a hit, and and there are a lot of unanswered questions.

But this is also the perfect opportunity to get your retirement plan in order. In fact, there are many reasons that doing a Roth conversion is a great decision. And even better? It’s not hard to do.

Financial Planning, Financial QB TV Videos, Retirement Income, The Stock MarketMarch 23, 2020November 16, 2021 by Richard E. Reyes, CFP®

Don’t Let Coronavirus Derail Your Retirement Plans!

I don’t know!

That’s the only answer I have to some of the questions swarming around the coronavirus (COVID-19) outbreak. There have been so many aggressive actions implemented in the dealing with the possible outbreak, but information is changing so fast that no one has any real certainty. Read More

Asset Allocation, Financial QB TV Videos, The Stock MarketFebruary 12, 2020November 16, 2021 by Richard E. Reyes, CFP®

COVID & Markets

The world is a big place and there is always something going on. The flavor of the month these days is the Coronavirus (COVID). If you have not heard about it, its merely a deadly and contagious flu in a section of China. As the media and financial analyst often do, the have a tendency to over blow just about anything to make you think they actually know how markets work. Read More