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Tag: richard reyes

CategoriesFinancial Planning, Financial QB TV Videos, Income Tax PlanningJanuary 8, 2020November 16, 2021 by Richard E. Reyes, CFP®

The SECURE Act

 

The SECURE Act was signed into law into law in December 2019 and went into effect on January 1, 2020. The SECURE ACT changed some important aspects of retirement planning, the biggest one being the age at which to commence your Required Minim Distribution (RMD). Read More

CategoriesIncome 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

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

CategoriesAsset Allocation, Financial QB TV Videos, Investor Behavior, Retirement, The Stock MarketMay 5, 2017November 16, 2021 by Richard E. Reyes, CFP®

Baby Boomers Will Destroy the Market?

As baby boomers rush into retirement will they destroy the market? Read More

CategoriesFinancial Planning, Financial QB TV Videos, RetirementAugust 18, 2016November 16, 2021 by Richard E. Reyes, CFP®

You Don’t Have to Retire at 65

There is a psychological perception that you must retire at the magic age of 65. Find out why that is not always the case or even the best plan. Read More

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, Long-Term Care, RetirementJuly 22, 2016November 16, 2021 by Richard E. Reyes, CFP®

Canceling Your Long-Term Care

If you have a long-term care policy and have received a letter about an upcoming premium increase, here is what to do. 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

CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior, The Stock MarketJune 15, 2016November 16, 2021 by Richard E. Reyes, CFP®

The Messiness of Politics and Investing

In the short-term both politics and investing are messy. Let me tell you two basic principles that will allow you to have a better perspective of how to clean up that mess. Read More

CategoriesFinancial Planning, Financial QB TV Videos, Investor Behavior, Retirement, RiskJune 9, 2016November 16, 2021 by Richard E. Reyes, CFP®

The Cost of Choices

Opportunity cost is what you lose by choosing one alternative over another. Money has opportunity cost and when it comes to retirement, it can be very expensive. Read More

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