aeroreyna
41 lines
1.2 KiB
Markdown
41 lines
1.2 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: ~$5,000/month.
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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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## 📈 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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---
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[[Areas]] | [[Index]]
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