Check out this video to get some insight into David's personal story which lends to the purpose in his passion to help his clients achieve retirement success. Context is always beneficial to ensuring you are matched with the right advisor and David's story brings you just that; a level of understanding to the WHY he [...]
What is happening as we are watching the market shift? The feds are capping rate hikes and the results are stabilizing the market - but are they? Hi David Reyes here with you. I wanted to give you a market update. It’s been a little while. And I call this the “FOMO market, the [...]
I was thinking back to just October, November and December the sky was falling. Market dropped 20% in about two months, and I want to talk about that today. This is David Reyes, your Retirement Architect, here every weekend. Thanks for listening. If you want to reach out to me personally, you can call [...]
https://youtu.be/tYioyLxbNTI Take a minute to watch this video for important information on long-term care, a topic everyone needs to be ahead of.
https://youtu.be/qoudcEQlm1E 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 [...]
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 [...]
Click on the link to watch the attached video to learn more about: What are RMD's and How are they Determined? https://www.youtube.com/watch?v=8JUi3srJWs4&t=3s
Click on the link to watch our interactive video to quickly and simply understand: How to Strategize for your Social Security Benefits. https://www.youtube.com/watch?v=LlSuazb60RI&t=7s