Imagine, No Taxes in Retirement

In this week’s Hidden Wealth Review, I want you to imagine, no tax on the growth of your money, no tax on the use of your money and no tax on the transfer of your money to subsequent generations. Towards the end of each year, people’s attention seems to turn to taxes. This is especially true of people who are required to …

Get a Market Correction Protection Plan

In this week’s Hidden Wealth Review, I want to ask you a question. Can you afford to continue to lose your retirement savings? Many people we have met have lost 15% to 20% of their retirement savings in the last 6 weeks! I’ve spoken with several people who expressed that they don’t want to go through another 2001 to 2002 when they …

Can You Afford to Lose More of Your Retirement?

In this week’s Hidden Wealth Review, I want to ask you a question. Can you afford to lose more and more of your retirement? I recently met with someone who told me, “I can’t afford to lose another 10%.” October will go down as one of the worst months in stock market history. In just this one month, the S&P index lost …

Retire Your Risk

In this week’s Hidden Wealth Review, I teach how you can re-engineer you retirement risk so that you retire the top two Baby Boomer Retirement Risks. In my nearly quarter century as a Wealth Strategist, the top two success techniques I’ve seen Baby Boomers successfully use are: Lock-in and reset. Lock-in your gains without the danger of ever giving them back to …

The Investigation Into Asset Optimization

In this week’s Hidden Wealth Review, I want to share with you what a client recently told me. He said, “What I really like about The Hidden Wealth Solution™ is that you find the strategies and solutions that other people miss.” I want to talk with you about the importance of the investigation into asset optimization. Forbes Magazine recently published an article that said …