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 …

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 …

Retire Babyboomer’s Biggest Risks

In this week’s Hidden Wealth Review, I teach how you can retire the Baby Boomer’s biggest areas of risk. There are two areas of risk that we see as a constant theme: Unnecessary stock market risk and Unnecessary taxation. We are nine and a half years into the current bull market. No bull market has ever lasted 10 years! The end of …

Tax Free Income
for Life

Building a Tax Free
Retirement Plan

Tax Free Income for Life

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