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 …

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 …

Tax Free Income
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Building a Tax Free
Retirement Plan

Tax Free Income for Life

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