Click on the video to watch The Retirement Architect, David Reyes Live! In Studio “It’s important that people deal with someone to make sure to prove and provide that guaranteed lifetime income.” Did you know that 1 in 5 investors know which funds they own? And that’s pretty unbelievable. The Retirement… Read More
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Click the video above to follow along as David Reyes, The Retirement Architect provides insightful information on Annuities The third act. There have been many revolutions over the last century, but most are not as significant as longevity. The longevity revolution. We’re living an average of 34 years longer than our great-grandparents. You know, think… Read More
The Little Red Book of Retirement Chapter 1 The financial services industry uses HNW as a classification to designate an individual or family of high net worth. Every region and financial institution classifies high net worth differently, but generally, they are grouped based upon a given dollar amount of their liquid assets. HNW can qualify… Read More
The Little Red Book of Retirement – The Foreword In 1995, my first year as an advisor, my grandfather passed away after fighting dementia for over five years. The experience was not only emotionally devastating but financially devastating as well. The cost of his care completely bankrupted his estate, teaching me a valuable lesson. Proper… Read More
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Click on the link to watch the attached video to learn more about: What are RMD’s and How are they Determined?
Click on the link to watch our interactive video to quickly and simply understand: How to Strategize for your Social Security Benefits.