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Tag: financial quarterback

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesFinancial 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

CategoriesFinancial Planning, Financial QB TV Videos, RetirementMarch 21, 2019December 13, 2021 by Richard E. Reyes, CFP®

Planning For A Really Bad Retirement

Let me show you how to have a really BAAAAADDDDDDDD retirement. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Retirement IncomeMarch 7, 2019November 16, 2021 by Richard E. Reyes, CFP®

50/50 Chance of Death

Why would you hire a doctor who was going to kill you 50% of the time? Why would you fly an airline whose planes crash 50% of the time? Why are you hiring a financial advisor who will give you a plan that will fail 50% of the time? Read More

CategoriesIncome Planning, Income Tax PlanningFebruary 13, 2019November 16, 2021 by Richard E. Reyes, CFP®

Its Not A Scam

If you are use to getting large tax refunds, you might not be getting one this year and here is why…. and it’s not a tax scam. Read More

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Richard E. Reyes, CFP®, The Financial Quarterback™, Wealth & Business Planning Group, LLC
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  • About
    • ABOUT ME
    • ABOUT YOU
    • OUR COMPREHENSIVE TEAM
    • HAVE RICHARD SPEAK
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