Independence from Taxes and Market Loss

In this week’s Hidden Wealth Review, I teach that we recently celebrated our nations independence. I think it’s important that we also celebrate two other types of independence, as well. Independence from taxation and Independence from market loss risk. We recently spoke with a client who wanted to meet with us right before the 4th of July holiday. He openly shared that …

Market Correction Protection

In this week’s Hidden Wealth Review, I teach that the tariffs on autos are about to cause a major market tumble. The market already took a downside tariff tumble earlier this week, losing, at one point, over 500 points before eventually settling on a 328 point loss. The market’s end-of-week rally is a result of nothing more than finishing out the second …

Four Common Retirement Planning Mistakes

In this week’s Hidden Wealth Review, I teach about the recent Fox Business article entitled, “Four common Mistakes in Retirement Planning.” In retirement planning, it’s important to have the right eggs in the right baskets, for the right purposes. What should drive these decisions is what’s best for the client’s specific situation, not what the home office has told the planner to …

The Number One Fear Plaguing America

In this week’s Hidden Wealth Review, I teach that the personal finance website, GOBank.com, released an article last week stating that the biggest fear plaguing Americans is the fear of out-living their retirement money or reducing their lifestyle during retirement to avoid running out of money. Unfortunately, many headlines are now promoting the use of lifetime income retirement strategies. We have found …

Mediscare and Social Insecurity

In this week’s Hidden Wealth Review, I teach that The Wall Street Journal reports Social Security and Medicare are going to cost retirees. There are two retiree dependent programs that require more investigation. I refer to these programs as “Mediscare” and “Social Insecurity.” The Social Security program’s costs will exceed its income this year for the first time since 1982, forcing the …

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Tax Free Income for Life

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