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Tag: mark matson

CategoriesAsset Allocation, Financial Planning, Financial QB TV Videos, Investor Education, RiskAugust 3, 2016November 16, 2021 by Richard E. Reyes, CFP®

Staying Focused. Good Advice Never Changes.

Investors have a tendency to only want advice that makes them feel good. They want a quick fix. Here is the quick fix… Good advice never changes while markets and opportunities change daily. Stay focused on your plan and you will be successful long-term. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Income Planning, Retirement IncomeJuly 13, 2016November 16, 2021 by Richard E. Reyes, CFP®

Retirement Math 2+2=4

Retirement is long, expensive, and often full of unknowns. You must understand this simple formula at all times during retirement. Read More

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  • About
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  • OUR PROCESS
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    • READ MY BOOKS
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