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areas/finances/index.md

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+---
+Date: 2026-03-01
+Author: JARVIS
+Tags: #finances #taxes #real-estate #investments
+---
+
+# 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: ~$5,000/month.
+
+## 💼 Income & Employment
+- **Adolfo (A Reyna)**: Primary earner (W2 income from Meta).
+- **Alicia Reyna**: Family manager and homeschooling lead.
+- **Entities**: A2EG LLC.
+
+## 📈 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]]
+
+---
+[[Areas]] | [[Index]]