If you are retired you still run the risk of being audited by the IRS. Here are 4 common things that can raise a red flag. Be careful and let us help you with your tax preparation. Read More
I Would Love to Help
Check out a recent letter received by Richard E. Reyes, CFP from a couple asking for help. Richard provides a detailed description of his clients. Read More
Dealing with a Tax Mistake
There will be over 250 million returns filed this year in the US. Do you think some will have mistakes? So what happens if you make a mistake on your tax return. Read More
Chocolate Cake and Saturdays
What does Saturday and chocolate cake have to do with retirement? More than you think. So what are you going to do next? An important question to ask before you retire. Read More
What I Worry About
Ever wonder if your financial advisor worries? Well I worry about my clients all the time. Here is a few things I am always concerned about that can destroy even the best laid plans. Read More
Markets Down. What to Do
It’s been a rough start to 2016, however, understand that it’s “Time in the market that builds returns, not Timing”. Let’s look at some things that we can do during market declines. Read More
Investing Isn’t Hard
What Our Initial Meeting Looks Like
As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.
