In this week’s Hidden Wealth Review, I teach why it’s important to have a retirement risk plan in place. The timing couldn’t be more critical than it is right now. For years I’ve taught about protecting yourself from taxes and market losses. Now, there’s a new retirement threat in place and proves the need to get a tax and legacy plan in …
In this week’s Hidden Wealth Review, I teach about the two biggest retirement risks facing Baby Boomers and why these are lining up in a big way right now. Recent headlines warn of a trade war triggered recession, the S&P’s $4 trillion loss in May and a dire prediction that the market is just a bad economic report away from collapse. This …
In this week’s Hidden Wealth Review, I teach the immediate importance of immunizing your IRAs from the IRS. This week, the House passed a bill entitled, the “SECURE Act of 2019.” SECURE stands for “Setting Every Community Up for Retirement Enhancement.” This is the biggest change to retirement legislation in over a decade. The purported purpose of the bill is to encourage …
In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers concerning their retirement is not considering the impact of taxes more closely before and after retiring. Imagine, saving an average of $10,000 to $40,000 a year for the next 25 years (based on projected years of retirement). This translates into two hundred and fifty thousand …
In this week’s Hidden Wealth Review, I teach that, in Berkshire Hathaway’s annual report, the greatest investor of all time, Warren Buffett, warned his investors to be prepared to lose half of their retirement savings! His prediction is due to our currently unstable and unpredictable stock market. Start at Because I personally suffered big stock market losses back in 2000, I have …