wealth qb Archives - Page 8 of 8 - The Financial Quarterback™

Financial QB TV Videos, Home Featured, Retirement IncomeSeptember 4, 2020November 15, 2021 by Richard E. Reyes, CFP®

Tax Diversification: Less Taxes, More Retirement Income

Do you want to reduce your taxes and increase your savings and income for retirement? Of course you do!

One such method is tax diversification. You may not be familiar with what this entails, which is why we’re here. If you want to find out everything from what tax diversification is to different tax diversification strategies, keep reading below for everything you need to know. 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 Planning, Financial QB TV Videos, Income Planning, Investor BehaviorApril 29, 2020November 16, 2021 by Richard E. Reyes, CFP®

What Retirees Should Do Now During COVID-19

If you are retired during this COVID-19 pandemic, chances are you might be concerned about your future retirement.

In fact, most retirees don’t plan their retirement well and are too dependent on the market. Read More

Financial Planning, Financial QB TV Videos, The Stock MarketApril 17, 2020November 16, 2021 by Richard E. Reyes, CFP®

How I’m Investing During COVID-19

It’s a tough financial time for many as we deal with the COVID-19 pandemic, but that doesn’t mean you have to lie down and let yourself get pummeled. There are things you can do to manage your assets!

If you’re fortunate enough to not have your family income reduced during this time, there are some opportunities to protect yourself and grow your long-term wealth if you are under the age of 55. Read More

Financial Planning, Financial QB TV Videos, Investor BehaviorApril 14, 2020November 16, 2021 by Richard E. Reyes, CFP®

Looking For the Perfect Investment? Here’s the Secret….

We are in some weird times right now. A few weeks ago, I would have never imagined that I would have to plan for our federal, state and local governments to shut down an entire economy due to a pandemic like the coronavirus (COVID-19).

I have been through several economic downturns in the past and, unfortunately, it’s times like this that many investors will panic and make some big money mistakes.

And one of the biggest mistakes is trying to search for the “perfect investment.” Read More