It’s T.I.M.E. to Get Your Retirement Savings Safe!

In this week’s Hidden Wealth Solution Insight, I teach that the world as we know it has become a very different place as it relates to our personal security and our financial certainty. Due to this rapidly changing world, now is the T.I.M.E.  T.I.M.E. is an acronym that I’ve been teaching for several years. It stands for: Taxes – will have to go higher, Inflation – …

Wall Street ’s Annual Stock Forecasts: Bullish, and Often Wrong

Jeff Sommer Don’t expect Wall Street investment houses to predict a stock market decline in 2017. That’s just not what they usually do. Instead, they engage in an annual ritual that is underway right now: Every December as the holidays approach, Wall Street gurus examine the stock market, and nearly all declare that stocks will rise in the forthcoming calendar year. The …

The Two Trump Retirement Risks That Remain

In this week’s Hidden Wealth Review, I teach that we have a new president and I’m ecstatic! Earlier this week, my oldest son, who just voted in his first election said, “Dad, I really feel like America has a chance, now. I’m so proud to be an American!“ Well, I’m proud, too. But please be aware of how an outsider, such as Donald Trump, is …

The Top Three Hillary Retirement Threats

In this week’s Hidden Wealth Review, I teach what I learned at a recent conference. This event featured the former U.S. Comptroller General, David Walker. The Comptroller General essentially functions as the CPA for the federal government. I was struck by Mr. Walker’s down-to-earth, dire straits description of our fiscal situation. This prediction is particularly true under a Hillary Clinton, class warfare presidency. At …

How to Immunize Your Retirement from Taxes

In this week’s Hidden Wealth Solution Insight, I teach that Tax Extension Day is right around the corner. If you have to write a check to the IRS this year, this is probably not very exciting news. Let me ask you a question, how would you like to eliminate writing that check, altogether? If you’re a small business owner, eliminating taxes can be …

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