Nico Reyes

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

We hosted some Bay Area Nurses at Shabu House last night. We spoke about topics that included Retirement Planning, Estate and Trust Planning as well as Tax conversations regarding new Overtime Rules. We are hating another one tomorrow 5/13/26 and if you’d like to attend DM me it is by registration only and spots are limited.

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

Millions of People Are Leaving High-Tax States Like California and New York: Here’s Where They’re Moving and How Much They’re Saving in 2026

Money doesn’t have to come between you. It can bring you closer.

For many couples, talking about finances is tough. Different goals, priorities, and perspectives can make it hard to feel like you’re on the same page.

That’s where a financial plan helps. It gives you a way to talk openly, make decisions together, and feel more confident about the future you’re building.

To see how planning today, not “someday,” can make your goals clearer and your relationship stronger, watch this video, Plan Together, Grow Together.
https://bcove.video/4psC3Bd

Here’s what you should know about the hidden economic value of unpaid work.

Life Insurance for Stay-at-Home Parents: Why It Matters Stay-at-home parents' unpaid labor is worth thousands annually, yet most families underinsure them. Learn why life insurance should value their contributions.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.