wealth quarterback llc Archives - Page 2 of 2 - The Financial Quarterback™

Estate Planning, Financial QB TV Videos, RetirementMay 16, 2018November 16, 2021 by Richard E. Reyes, CFP®

Avoid These Estate Planning Mistakes

,Deep in the trenches advice. Please don’t make these mistakes when doing your estate plan. Make sure to visit Your Caring Law Firm, our estate planning partners. 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 QB TV Videos, Income Tax Planning, The Stock MarketMarch 14, 2018November 16, 2021 by Richard E. Reyes, CFP®

Capital Gains Distributions

Dealing with mutual fund yearly capital gains distributions. That pesky tax. Read More

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

When You Need to Call Me

Don’t wait to call me. It may be too late. Here are a few events when it’s important that we communicate. Read More

Financial 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

Financial QB TV Videos, Investor Education, The Stock MarketJanuary 17, 2018November 16, 2021 by Richard E. Reyes, CFP®

5 Things to Do When the Market Goes Down

The stock market has been on an uptrend. Here are 5 things you need to do when it goes down. Read More

Coaching, Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement, The Stock MarketFebruary 17, 2017November 16, 2021 by Richard E. Reyes, CFP®

Straight Talk About Fiduciary Rule

You can’t legislate bad behavior but you can definitely use these steps to better protect yourself. Always work with a fiduciary. Read More

Financial Planning, Financial QB TV Videos, Retirement, Retirement IncomeFebruary 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

Building the Puzzle

Accumulation is easy but when you cross into the world of distribution everything you did before has to fit together to complete the puzzle. Read More

Financial Planning, Financial QB TV VideosJanuary 2, 2016August 24, 2021 by Richard E. Reyes, CFP®

20 Minutes

Make sure to get your very own copy of Remarkable Retirement. You can link right here and I’ll send it right to you. Read More