Stop Worrying About Losing Money

In this week’s Hidden Wealth Review, I teach how you can stop losing money. We met with a client who was referred to us this last week. He said he had lost more in one day than most people make in a year. Another client contacted us to say that he had lost almost $200,000 in the market, in just one day! …

Tax Increases Are Coming!

In this week’s Hidden Wealth Review, I teach that the tax world, as we know it, has just changed again. The Republicans have lost control of the House of Representatives, the constitutional starting point for all tax legislation. The Democratic Party is already promising tax changes with a focus on tax increases. President Trump even shared that he was willing to change …

Stop the Uncle Sam Tax Scam!

In this week’s Hidden Wealth Review, I teach about the number one Baby Boomer retirement trap. If you’ve saved $250,000 or more for retirement, this trap is significant. But, there’s never been a better window of opportunity to avoid this trap. However, this tax-savings window is closing very quickly. But, there’s still time to save tax for 2018 and to learn how you …

The Three Biggest Retirement Risks

In this week’s Hidden Wealth Review, I teach the three biggest retirement risks for Baby Boomers. I use the acronym “TIP” to teach this concept. TIP stands for: Taxes. Taxes hit Baby Boomers from many angles: income taxes, taxes on Social Security income, taxes on Required Minimum Distributions (RMDs) and taxes in the form of higher Medicare Parts B and D premiums. …

Little Time Left to Save on Taxes

In this week’s Hidden Wealth Review, I teach that the number one reduction to a Baby Boomer’s retirement income is tax. Due to the uncertainty of an increasingly volatile stock market, the only area of retirement you can control is eliminating unnecessary taxes. But, there’s not a lot of time left to save taxes. We met with a client this week who …