financial qb Archives - Page 12 of 19 - The Financial Quarterback™

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

Financial Planning, Financial QB TV Videos, Income Tax PlanningJanuary 8, 2020November 16, 2021 by Richard E. Reyes, CFP®

The SECURE Act

The SECURE Act was signed into law into law in December 2019 and went into effect on January 1, 2020. The SECURE ACT changed some important aspects of retirement planning, the biggest one being the age at which to commence your Required Minim Distribution (RMD). Read More

Financial Planning, Financial QB TV Videos, Retirement IncomeDecember 18, 2019November 16, 2021 by Richard E. Reyes, CFP®

Being Financially Unprepared for Retirement

The reality of being financially unprepared for retirement. Read More

Financial Planning, Financial QB TV Videos, Retirement IncomeDecember 5, 2019November 16, 2021 by Richard E. Reyes, CFP®

Social Security NOT Your Retirement Plan

If Social Security is YOUR retirement plan… your retirement will SUCK! Read More

Financial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeNovember 7, 2019November 16, 2021 by Richard E. Reyes, CFP®

Tax Free IRA Distributions

Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. Read More

Financial QB TV Videos, Investor Behavior, The Stock MarketOctober 2, 2019November 16, 2021 by Richard E. Reyes, CFP®

Impeachment & Markets

Is there any correlation that an impeachment leads to down markets? Read More

Financial QB TV Videos, Retirement Income, The Stock MarketAugust 21, 2019November 16, 2021 by Richard E. Reyes, CFP®

Waiting for the Big “R”

Are you ready for the Big “R” (Recession) ? Yes, it’s coming. I’ll tell you exactly when and what you should do. Read More

Financial QB TV Videos, Income Planning, Income Tax Planning, Retirement Income, The Stock MarketJuly 11, 2019November 16, 2021 by Richard E. Reyes, CFP®

The Washington Zombie

The Washington Tax zombie is coming for your retirement income. Take advantage of our current low rates and get to a ZERO tax retirement. Read More

Capitalism, Financial Planning, Financial QB TV VideosJune 5, 2019November 16, 2021 by Richard E. Reyes, CFP®

Tariff’s & Your Retirement

Let’s take a look at what the impact of these tariff wars mean to your retirement. Read More

Financial 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