KUSI NEWS: 3 Financial Strategies to Consider for the End of 2019

The year is coming to a close, and it’s time for many people to start planning for the year ahead, including with our finances. Local Financial Adviser David Reyes was in studio to tell us more. Watch the clip here!  Share this…FacebookTwitterLinkedin

Don’t Make This Common Mistake When Starting Up Your 401(k)

Anna-Louise Jackson – December 10, 2019 Making sense of the options in your 401(k) can seem daunting at first. As a result, that causes many people to make investment decisions that are influenced by something very simple — the order in which they’re presented. Read entire article here… Share this…FacebookTwitterLinkedin

What Happens If You Don’t Pay Your Taxes?

Tara Mastroeni – December 8, 2019 At its best, buying an investment property is a huge step towards generating passive income. However, in order to set yourself up for success, it’s important to make sure that you’re ready to take the leap. Read entire article here… Share this…FacebookTwitterLinkedin

9 Facts About Mutual Fund Capital Gains

Debbie Carlson – November 21, 2019 Investors are likely to receive mutual fund capital gains distributions, along with a capital gains tax bill reflecting their profits – especially because of sizable gains in the S&P 500 this year. Capital gains can result because of rising share values and they can come from mutual fund dividends, which are […]

KUSI NEWS: 4 Reasons to Ditch the Plastic This Holiday Season

The National Retail Federation recently said that it expects Americans to spend between $727.9 billion and $730.7 billion during the holidays this year, a 3.8 to 4.2 percent increase from 2018. As holiday spending is projected to increase, it’s important that we take the necessary steps to ensure we don’t shop ourselves into debt. Local […]

What Happens If You Don’t Pay Your Taxes?

Lee Barney – November 8, 2019 What should plan sponsors ensure that participants understand about the tax treatment of retirement savings accounts? Sources say there are a few key points that participants should readily be able to understand. Read entire article here… Share this…FacebookTwitterLinkedin

Local Investment Advisor Partners With Renowned Author to Release New Book

FOR IMMEDIATE RELEASE SAN DIEGO, CA — October 29, 2019 – San Diego investment advisor, David Reyes of Reyes Financial Architecture, teamed up with a select group of financial professionals and renowned writer, Jack Canfield, to author a new book titled, Momma’s Secret Recipe for Retirement Success: The Truth About Risk, The Stock Market, Fees and Annuities. […]

Getting a Mortgage for a Second Home: Compare Rates & Learn More

Jeff Gitlen – October 18, 2019 A second home is a “home away from home,” and can come in handy when you want a quick break or extended vacation. You can bypass the hotel check-in lines, botched reservations, or rental unit costs. In fact, you can even earn money by turning your second home into […]

Investment Advisor, David Reyes Hits Amazon Best-Seller Lists with Momma’s Secret Recipe for Retirement Success

David Reyes ranked on the Amazon best-seller lists with the new book, Momma’s Secret Recipe for Retirement Success, Coauthored with Jack Canfield. San Diego, CA – September 26, 2019: David Reyes, Founder of Reyes Financial Architecture, joined Jack Canfield, along with a select group of professionals around the world to co-write the book, Momma’s Secret Recipe […]

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