#retireready Archives - The Financial Quarterback™

Financial Planning, Financial QB TV Videos, Retirement IncomeMay 9, 2018November 16, 2021 by Richard E. Reyes, CFP®

Social Security Magic Age

Is there a “magic” age or time to begin collecting your Social Security benefits? Well? ……. It Depends. Read More

Financial 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

Financial 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

Coaching, Financial QB TV Videos, Income Planning, Retirement IncomeJanuary 13, 2017November 16, 2021 by Richard E. Reyes, CFP®

Is It Time to Refinance?

With interest rates starting to creep up, is it time to refinance your mortgage? Here is a few things to consider before you take that step. Read More

Financial Planning, Financial QB TV Videos, Investor BehaviorJanuary 6, 2017November 16, 2021 by Richard E. Reyes, CFP®

Stop Listening to Fools

Stop listening to fools predicting the future. Here are some ways to know you are listening to a fool. Read More