retirement income orlando Archives - The Financial Quarterback™

Articles/Publications, Retirement, Retirement IncomeJanuary 11, 2021December 13, 2021 by Richard E. Reyes, CFP®

Why and How to Retire Early

Are you faced with (or hoping for) an early retirement?

Then you’ll want to do your homework to learn how to retire early without hurting your finances.

According to a study from the Employee Benefit Research Institute, nearly 50% of workers plan on retiring after the age of 65 to collect maximum social security benefits. However, only 19% end up staying that long.

Most of the time, early retirement can be attributed to unexpected events such as poor health, economic downturn, loss of employment, or family issues. However, with the right planning and budgeting, you can retire early on your own terms. Read More

Financial QB TV Videos, Long-Term Care, RetirementJuly 7, 2020November 16, 2021 by Richard E. Reyes, CFP®

Paying For Long-Term Care Insurance

Longevity and demand have made getting (and paying for) long-term care insurance increasingly difficult. But that doesn’t necessarily mean you should go without it.

Here’s how to analyze whether you really need long-term care (plus an inventive way to pay for it). Read More

Financial QB TV VideosJune 23, 2020November 16, 2021 by Richard E. Reyes, CFP®

Fiduciary vs. Broker…Which Do You Have?

Your money is too important to entrust to just anyone.

Let’s take a look at a fiduciary vs. broker and see how the two measure up (and which one you should trust with your money).

Financial QB TV Videos, Investor BehaviorApril 23, 2020November 16, 2021 by Richard E. Reyes, CFP®

What Pre-Retirees Should Do During COVID-19

It’s never too late to get serious about your retirement.

I have found that 55 is usually that arbitrary point where, depending on when you expect to retire, you’re starting to think more seriously about those post-65 years. 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

Income 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

Financial Planning, Financial QB TV VideosNovember 29, 2018November 16, 2021 by Richard E. Reyes, CFP®

My Neighbor Says ……

My neighbor says ….. This is my cringe moment. Be careful with what your neighbor says. Read More

Financial QB TV Videos, Investor BehaviorNovember 14, 2018November 16, 2021 by Richard E. Reyes, CFP®

Surfing Normal Uncertainty

On the way to my sons’ school I have to cross over a very long bridge over a pretty large lake. One really can’t ignore the lake because its pretty large and it is also a very shallow lake and full of alligators. Its always cool to go over the bridge and count how many gators are on top of the water.

Some days the water is perfectly flat all the way across. Not even a ripple. The next day the water is really rough. Without even having to give it a second thought, our mind is aware that both, either flat or rough, is totally normal. Read More