the financial qb Archives - The Financial Quarterback™

Investing Isn’t Hard

January 20, 2016 by Richard E. Reyes, CFP®

Getting a clear understanding of your portfolio and investing during down markets. [Read more…]

2 Important Questions

December 16, 2015 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

If you want to have a successful retirement you must answer these 2 important questions. [Read more…]

Insurance is an Investment Myth

December 8, 2015 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

Defining the difference between insurance and investments. [Read more…]

It’s Not About Your Feelings

December 2, 2015 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

Being impulsive is obviously a no win game. But being apathetic will leave you unprepared. It just takes one dip in the economy or one news story to test investors and I hope you don’t make an extreme decision based on a “feeling”! [Read more…]

Check Your Cover; Medicare Mistakes

November 11, 2015 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

Its that time of year. Medicare annual enrollment. Here is why its important to check your coverage. 90% to 95% of beneficiaries OVERPAY because they don’t have the right information.

10 to 15 minutes will get you moving in the right direction. Call Don Kirkendall at our office or e-mail him at insuranceman@affordableone.com. [Read more…]

Diary of a Caregiver

October 22, 2015 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

You CANNOT afford not to have a plan for long-term care. Here is some realistic answers to common misconceptions people think about. [Read more…]

Life Insurance and Women

September 30, 2015 by Richard E. Reyes, CFP®

by Richard E. Reyes, CFP

Baby Boomer women have a 70% chance that become a widow before or during retirement. Its crucial that a plan be in place to make sure that the financial transition is easier to bear. [Read more…]