CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior, Retirement IncomeSeptember 6, 2018November 16, 2021 by Richard E. Reyes, CFP® Trade Off’s & Math There are no perfect plan or investments. It’s all about trade off’s and math. Read More
CategoriesInvestor Behavior, The Stock MarketAugust 16, 2018November 16, 2021 by Richard E. Reyes, CFP® Fear of the Future At the core of the investors dilemma is fear of the future. Read More
CategoriesFinancial Planning, Financial QB TV VideosJune 6, 2018November 16, 2021 by Richard E. Reyes, CFP® Should You Have A Financial Advisor? Not everyone should have a financial advisor but everyone would benefit from hiring the right one. Here are a few benefits a good comprehensive advisor brings to your overall financial picture. Read More
CategoriesFinancial Planning, Financial QB TV Videos, Income Tax Planning, Retirement IncomeApril 5, 2018November 16, 2021 by Richard E. Reyes, CFP® Lying to the IRS There is a big difference between tax evasion and tax avoidance. Tax avoidance is legal and easy to plan for and doesn’t entail lying. Read More
CategoriesFinancial QB TV Videos, Income Tax Planning, The Stock MarketMarch 14, 2018November 16, 2021 by Richard E. Reyes, CFP® Capital Gains Distributions Dealing with mutual fund yearly capital gains distributions. That pesky tax. Read More
CategoriesFinancial QB TV Videos, Investor Behavior, Retirement IncomeMarch 1, 2018November 16, 2021 by Richard E. Reyes, CFP® Coming Up Short for Retirement Feel like you are coming up short? Here are a few steps you should take to assure yourself a comfortable retirement. Read More
CategoriesFinancial QB TV Videos, Investor BehaviorFebruary 14, 2018November 16, 2021 by Richard E. Reyes, CFP® When You Need to Call Me Don’t wait to call me. It may be too late. Here are a few events when it’s important that we communicate. Read More
CategoriesFinancial QB TV Videos, Investor BehaviorJanuary 31, 2018November 16, 2021 by Richard E. Reyes, CFP® 3 Keys to a Happy Retirement Here are 3 keys that when combined with what I do can lead to a really happy retirement. Read More
CategoriesFinancial QB TV Videos, Investor Education, The Stock MarketJanuary 17, 2018November 16, 2021 by Richard E. Reyes, CFP® 5 Things to Do When the Market Goes Down The stock market has been on an uptrend. Here are 5 things you need to do when it goes down. Read More
CategoriesFinancial Planning, Financial QB TV Videos, Income Planning, Income Tax Planning, Roth IRAJanuary 10, 2018November 16, 2021 by Richard E. Reyes, CFP® Making Too Much for a Roth IRA Using a 401k to build a Mega Roth IRA. Read More
