Two Simple Retirement Protection Steps

In this week’s Hidden Wealth Solution Insight, I teach that Memorial Day is a time to stop and give thanks for the price that’s been paid for our freedom. Even though we seem to live a wacky world, the sacrifices of our service members are a major reason why our nation remains a world leader. I’d like to share some of the fears and anxieties that …

Will Your Retirement Last as Long as You?

In this week’s Hidden Wealth Solution Insight, I teach that there’s a retirement crisis in this country due to unfavorable, unpredictable and unsupportable returns. DALBAR, Inc. has just released its 22nd Annual Quantitative Analysis of Investor Behavior, which reports the last 30 years of average investor stock market returns. Here are some of the findings: Asset Allocation Model, is a strategy that aims to balance …

The Two Greatest Threats to Your Retirement

In this week’s Hidden Wealth Solution Insight, I teach that the two biggest things you can do, right now, to create a better retirement for yourself are: Eliminate any market losses and Eliminate taxes on your retirement income With the presidential election coming up later this year, it’s important to understand the tax proposals of each of the candidates. I’m afraid that …

Two Things You CAN DO to Protect Your Retirement

In this week’s Hidden Wealth Solution Insight, I teach that people are living too long. By that I mean, those of us who are collecting Social Security benefits and those lucky enough to have employer sponsored pensions are collecting for more years than the original planners had counted on us living. I also want to tell you that the government believes you’re …