90% of Your Wealth Depends on This

In this week’s Hidden Wealth Review, I teach that 90% percent of your wealth depends on one thing, asset allocation. What makes asset allocation so dangerous is its timing.If you don’t believe me, just ask those who lost 50% (or more) in 2000, 2001, 2008...

Get the IRS Out of Your RMD

In this week’s Hidden Wealth Review, I teach that, if you are a Baby Boomer with over $200,000 saved in IRAs, you are facing what I call the Required Minimum Distribution Dilemma. Required Minimum Distributions (RMDs) are a ticking tax time...

Warning: End of Year Market Drop!

In this week’s Hidden Wealth Review, I teach that the first major winter holiday has passed and we are now in a full-fledged retirement transition. The first Baby Boomers must take their Required Minimum Distributions (RMDs) by the end of the year. Those who...