---
Date: 2026-03-01
Author: JARVIS
Tags: #finances #taxes #real-estate #investments
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# Finances Index

Overview of the Reyna family financial structure, property management, and investment portfolio.

## 🏠 Real Estate
- **329 Palm Breezes Dr**: 
  - Status: Fully paid off.
  - Usage: Rental property (rented to friends from church).
  - Rent: $2,000/month.
  - Management: Handled via **A2EG LLC** (Adolfo, Alicia, Elias, Grace).
- **220 Emerald Ave**:
  - Status: Primary residence (purchased in 2025).
  - Mortgage details tracked in [[220_emerald_mortgage]].

## 💼 Income & Employment
- **Adolfo (A Reyna)**: Primary earner (W2 income from Meta).
- **Alicia Reyna**: Family manager and homeschooling lead.
- **Entities**: A2EG LLC.
- **Operations Log**: [[a2eg_llc_operations]]

## 📈 Investments & Banking
- **Schwab**: Investment account for vested work stocks (Meta).
- **Fidelity**: 
  - 401(k) Retirement account.
  - HSA (Health Savings Account).
- **Tracking**: Using **Rocket Money** for financial monitoring.

## 📅 2025 Taxes
- **Status**: Planning phase.
- **Accountant**: First year using a professional accountant for filing.
- **Related Files**: [[Nextcloud:/ReynasShared/Taxes/Taxes2025/]]
- **Checklist**: [[2025_taxes_checklist]]

## 🧭 Financial Advisory
- **Advisor**: James Phillips
- **Appointment**: Tuesday, June 16, 2026, 11:00 AM – 1:00 PM (Eastern Time)
- **Join URL**: https://meetings.ringcentral.com/join
- **Meeting ID**: 321722788
- **Invitees**: gillespie.alicia@gmail.com, aeroreyna@gmail.com

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[[Areas]] | [[Index]]
