TIME to Protect Your Retirement

In this week’s Hidden Wealth Review, I teach that there’s never been a more important TIME to get your serious retirement savings safe. TIME is an acronym from my books that describes all of the uncertainty that’s currently going on around us. This uncertainty will only get worse. TIME stands for: Taxes are heading higher. There are certain politicians who want a …

What Will Free Cost Me?

In this week’s Hidden Wealth Review, I ask the question, what will free cost me? In the wake of the State of the Union address, many people have begun to think about the state of our retirement and the state of the politics that will impact our retirement. What “free” really means is that retirement, like a lot of things, is going …

Planning for Retirement vs. Planning at Retirement

In this week’s Hidden Wealth Review, I teach about the number one thing that’s preventing boomers from having their best retirement. After almost 25 years as a Wealth Architect, the number one thing I’ve seen that makes the most difference in retirement is the understanding of the significant difference between planning for retirement versus planning at retirement. This is the same today as it …

Get an MRI of Your IRA

In this week’s Hidden Wealth Review, I stress the importance of getting an MRI on your IRA. The key is that people need “market correction and tax protection.” One client recently shared how glad they were that they took the time to insulate their serious retirement savings so that they only participate in the upside of the market and never suffer from …

Financial Market Storm Brewing

In this week’s Hidden Wealth Review I teach that there’s a financial market storm brewing. Things might be calm for the moment but, there are some upcoming potential dangers from this storm. The number one risk that can wreck retirement is Market Risk Intensity (MRI)! Many industry experts predict that we’ll see some pretty strong earnings reports coming out this first quarter. …