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 […]

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 […]

What Happens If You Don’t Pay Your Taxes?

Geoff Williams – October 7, 2019 TAX SEASON WILL BE HERE before you know it, and you may be wondering what could happen if you don’t file your 2019 returns by the April 15, 2020 deadline. For many people, filing taxes is a straightforward process. Perhaps, you have tax withheld from your paycheck and you file your taxes […]

How to Set Up Your 401(k) in 3 Easy Steps

Anna-Louise Jackson – September 6, 2019 There are plenty of important questions to ask on your first day of work: Where’s the bathroom? What time can I leave? But only one could help you become a millionaire someday. So move this question to the top of your list: How do I enroll in the 401(k)? Read entire […]

8 Index Funds That Can Make You Rich

Maryalene LaPonsie – July 26, 2019 Invesco S&P 500 Low Volatility ETF (ticker: SPLV) SPLV tracks the S&P 500 Low Volatility Index and is a good choice for conservative investors who are seeking low volatility and great performance, says David Reyes, chief financial architect at San Diego-based Reyes Financial Architecture. “Low volatility as an asset class […]

san diego business journal Means Testing, Serious Social Security Business

Workers younger than 66 lose up to $100,000 in Social Security lifetime benefits on April 29. Why?  Because the “File and Suspend,” Social Security claiming strategy, which allowed a retiree to take benefits off of a spouse’s record while deferring his or her own record, has been eliminated. I believe this decision was based on […]

WealthManagement.com Are Your Clients Too Affluent for Social Security?

Means testing to attain Social Security benefits may be on the docket for the future. Those of us who counsel clients on Social Security understand firsthand the long-term effect of Congress’ recent elimination of the File and Suspend and Restricted Application claim strategies. That change means fewer claim strategies for retirees seeking to maximize Social […]

Empower your retirement knowledge with The Little Red Book of Retirement

When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. The Little Red Book of Retirement aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!

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