aeroreyna
49 lines
1.5 KiB
Markdown
49 lines
1.5 KiB
Markdown
---
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Date: 2026-03-01
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Author: JARVIS
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Tags: #finances #taxes #real-estate #investments
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---
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# Finances Index
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Overview of the Reyna family financial structure, property management, and investment portfolio.
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## 🏠 Real Estate
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- **329 Palm Breezes Dr**:
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- Status: Fully paid off.
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- Usage: Rental property (rented to friends from church).
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- Rent: $2,000/month.
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- Management: Handled via **A2EG LLC** (Adolfo, Alicia, Elias, Grace).
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- **220 Emerald Ave**:
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- Status: Primary residence (purchased in 2025).
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- Mortgage details tracked in [[220_emerald_mortgage]].
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## 💼 Income & Employment
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- **Adolfo (A Reyna)**: Primary earner (W2 income from Meta).
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- **Alicia Reyna**: Family manager and homeschooling lead.
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- **Entities**: A2EG LLC.
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- **Operations Log**: [[a2eg_llc_operations]]
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## 📈 Investments & Banking
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- **Schwab**: Investment account for vested work stocks (Meta).
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- **Fidelity**:
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- 401(k) Retirement account.
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- HSA (Health Savings Account).
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- **Tracking**: Using **Rocket Money** for financial monitoring.
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## 📅 2025 Taxes
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- **Status**: Planning phase.
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- **Accountant**: First year using a professional accountant for filing.
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- **Related Files**: [[Nextcloud:/ReynasShared/Taxes/Taxes2025/]]
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- **Checklist**: [[2025_taxes_checklist]]
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## 🧭 Financial Advisory
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- **Advisor**: James Phillips
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- **Appointment**: Tuesday, June 16, 2026, 11:00 AM – 1:00 PM (Eastern Time)
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- **Join URL**: https://meetings.ringcentral.com/join
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- **Meeting ID**: 321722788
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- **Invitees**: gillespie.alicia@gmail.com, aeroreyna@gmail.com
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---
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[[Areas]] | [[Index]]
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