aeroreyna
1.2 KiB
1.2 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: ~$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