wealth quarterback Archives - Page 14 of 16 - The Financial Quarterback™

Financial Planning, Financial QB TV Videos, Investor Behavior, Retirement IncomeSeptember 6, 2018November 16, 2021 by Richard E. Reyes, CFP®

Trade Off’s & Math

There are no perfect plan or investments. It’s all about trade off’s and math. Read More

Investor Behavior, The Stock MarketAugust 16, 2018November 16, 2021 by Richard E. Reyes, CFP®

Fear of the Future

At the core of the investors dilemma is fear of the future. Read More

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, Retirement Income, The Stock MarketApril 19, 2018November 16, 2021 by Richard E. Reyes, CFP®

Carving Out & Sleeping Well in Retirement

Rule #1 of retirement income is never run out of money. Rule #2 is don’t forget Rule #1. Care out and sleep well. Read More

Financial QB TV Videos, Investor Behavior, Retirement IncomeMarch 1, 2018November 16, 2021 by Richard E. Reyes, CFP®

Coming Up Short for Retirement

Feel like you are coming up short? Here are a few steps you should take to assure yourself a comfortable retirement. 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 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

Financial QB TV Videos, Income Tax Planning, Retirement IncomeNovember 8, 2017November 16, 2021 by Richard E. Reyes, CFP®

Great Benefits in the Tax Reform Bill

Even though still in its infancy, the GOP tax reform bill has one great benefit which will allow converting your taxable accounts into tax free accounts much easier. Less taxes, more retirement income. Read More

Financial QB TV Videos, Retirement IncomeNovember 1, 2017November 16, 2021 by Richard E. Reyes, CFP®

Never Worry About Your Income Again

The most important aspect of retirement – YOU MUST HAVE INCOME. Make sure you go to here and get the Perpetual Retirement Income Machine book. Read More

Financial Planning, Financial QB TV Videos, Retirement IncomeOctober 11, 2017November 16, 2021 by Richard E. Reyes, CFP®

3 Ways to Get Around Your RMD

There is NO WAY to entirely keep from taking your required minimum distributions but there are a few ways to decrease the impact of those distributions to your taxes. Read More