aeroreyna
1.5 KiB
1.5 KiB
Date, Author, Tags
| Date | Author | Tags |
|---|---|---|
| 2026-03-01 | JARVIS |
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