Books

Books2019-02-06T20:28:39+00:00

THE LITTLE RED BOOK OF RETIREMENT

When many people think about retirement, they think about an age (such as 65). Or maybe you’ve seen the ads on TV asking “what’s your number?” A successful retirement plan cannot be as simple as deciding on these two figures. Creating a financial plan is a great place to start, but understand that a financial plan is also simply a coordinated set of figures on pieces of paper. Without considering a myriad of variables, updating your plan as things change, and implementing your planned steps properly, you may find your plan is worth the proverbial “pieces of paper” it’s printed on.

The primary purpose of this book is to help you identify many of the issues facing retirees and pre-retirees. In my experience, sometimes retirees’ lives can be turned upside down because they did NOT address one or two of the topics listed within this book. Use this book instead to help you plan for and live out your best retirement possible.

LOVE, MONEY, CONTROL: REINVENTING ESTATE PLANNING

What will happen if you become mentally incapacitated? Who will make medical decisions for you if you cannot? Who will care for your minor children if you or your spouse cannot? Would you like to financially “incentivize” your children to achieve certain goals? Do you know that your heirs may have to pay state death taxes even if they don’t owe federal estate taxes? As you will learn from Love, Money and Control, estate planning is more than just tax planning; it is a broad field that also encompasses family legacy, financial, retirement, disability, charitable, business succession, and gift planning. Estate planning is a process of planning to maintain control of your own well being and assets and to take care of loved ones, as well as to save money.

LIVING AND LEARNING: ACHIEVE RETIREMENT AND EDUCATION SECURITY

Many people fail to properly plan for their retirement and their children’s educational needs because they only focus on the financial part of the equation. However, retirement and education goals should not be determined solely by financial factors. Taking the time to understand your long-term goals that you want to achieve for your retirement and for your children’s education is the beginning of a successful wealth management plan. Do you want to tour the country in an RV, live in a beach house in Tahiti, or move closer to your children and grandchildren after retirement? This book, Living and Learning, will help you answer these and many other questions so that your retirement and your children’s education are built on a strong and enduring foundation.

SUCCESSONOMICS

The Intriguing part of success is that it means such different things to different people.   David Reyes, Steve Forbes along with other leading experts from around the world have each written a section in this book in different areas but all exhibit the components of success:  perseverance, passion, planning, risk taking with a willingness to fail, decision making and maybe the most important component of all, they take action.  They each share their success methodology and mindset.  This allows the reader to understand not merely how they think but more importantly, how they can guide and coach you to a mastery of your own life.

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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Julie Reyes

Chief Financial Officer, Chief Compliance Officer

Julie Reyes is Chief Financial Officer and Chief Compliance Officer with Reyes Financial Architecture, Inc., a Registered Investment Advisory Firm specializing in portfolio risk management strategies, retirement income distribution and generational wealth planning. Julie is a Certified Public Accountant (Inactive) and a California Real Estate Broker. She also holds multiple licenses in the insurance and financial services fields. Julie graduated from Pennsylvania State University, with distinguished honors in 1997 and began her career with Price Waterhouse, LLP that year specializing in tax and audit. She became a California Real Estate Broker in 2002. Julie has worked with David and Reyes Financial Architecture since the company’s inception, and uses her financial background and expertise to help a wide range of clients protect their assets, minimize their tax liabilities and maximize their cash flow.

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David Reyes

David Reyes is the Founder of Reyes Financial Architecture, Inc., a Registered Investment Advisory Firm specializing in portfolio risk managed strategies, retirement income distribution planning and social security planning. David works in collaboration with CPA’s, attorneys and other money managers to ensure that all planning is not only implemented but also integrated. This collaborative team approach seeks to ensure the highest probability of success.

David has been an advisor for over 20 years and holds multiple licenses and registrations in the financial, real estate, and insurance fields. David is featured in many magazines such as “Kiplinger Personal Finance Magazine,” “Boomer Market Advisor,” and is co-author of four books on estate and retirement planning. David’s latest book “The Little Red Book of Retirement” has recently been released. Currently David is working on a new book entitled, “Momma’s Secret Recipe to a Successful Retirement” with Jack Canfield. David advises many professional and public groups including CPA’s and Attorneys on retirement, taxes, estate planning, and asset protection. David is also the host of “The Retirement Architect Radio” heard every Saturday on 1210 AM KPRZ.

David is a distinguished graduate from UCLA’s Personal Financial Planning program and is a graduate of e Wharton Business School in their Retirement Income Planning Certification program. David has also been named 2015 Advisor of the Year by the National Social Security Association (NSSA) for his advocacy to educate retirees on maximizing their retirement income.

David and Julie have been blessed with three wonderful children, Morgan, Taylor and young David Reyes, III. David’s hobbies include Tennis, Church fellowship and spending time with his family.

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