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Tag: wealth quarterback

CategoriesFinancial 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

CategoriesFinancial QB TV Videos, Retirement Income, The Stock MarketOctober 4, 2017November 16, 2021 by Richard E. Reyes, CFP®

Average Returns Don’t Matter

Once you get away from the world of accumulation into the world of distribution, average returns don’t matter. Read More

CategoriesFinancial QB TV Videos, RetirementSeptember 27, 2017November 16, 2021 by Richard E. Reyes, CFP®

3 Ways to Manage Risk

There are only 3 ways to manage risk in retirement. Which one are you? Read More

CategoriesFinancial Planning, Financial QB TV Videos, RetirementAugust 22, 2017November 16, 2021 by Richard E. Reyes, CFP®

Financial Gray Areas

No matter how much the #financialindustry wants to portray a one size fits all approach, quite often the solution is …. well “IT DEPENDS”. Read More

CategoriesCoaching, Financial Planning, Financial QB TV Videos, Retirement IncomeAugust 2, 2017November 16, 2021 by Richard E. Reyes, CFP®

Absolutely Not

Should you be investing in Bitcoins for your retirement? Read More

CategoriesFinancial QB TV Videos, RetirementJuly 7, 2017November 16, 2021 by Richard E. Reyes, CFP®

Get On The Same Page

If you are wanting to retire, make sure to include this very important person. Read More

CategoriesFinancial QB TV Videos, RetirementJune 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

A Worthless Plan?

All plans are full of assumptions and flaws. So where’s the value? 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

CategoriesCapitalism, Financial Planning, Income Tax Planning, Retirement IncomeApril 27, 2017November 16, 2021 by Richard E. Reyes, CFP®

Less Taxes, More Money

Should tax rates be higher? It’s the million dollar question! Up? Down? No change? Where in the world should taxes go? In election years, the question of tax rates fills the airwaves. In non-election years, the question of tax rates, again, fills the airwaves. So what’s the answer? Read More

CategoriesFinancial Planning, Financial QB TV Videos, Income Tax Planning, Investor Behavior, RetirementMarch 9, 2017November 16, 2021 by Richard E. Reyes, CFP®

Tempted to Lie to the IRS

Its that time of year you are tempted to lie in order to get a larger refund or pay less. Is it worth it? Read More

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Richard E. Reyes, CFP®, The Financial Quarterback™, Wealth & Business Planning Group, LLC
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  • About
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