Are You Concerned for Your Retirement?

I start this week’s Hidden Wealth Review with a question. Do you feel a little uncertain about how long this market run up will last and where our economy is headed in terms of taxes, the deficit and inflation? If so, then you are not alone. Many people are concerned and with good reason. There aren’t a lot of good fundamentals that explain why …

Trump Can’t Stop the Coming Retirement Tax!

I’m thrilled to be getting a new President in Donald Trump and his administration’s focused initiatives. Many people have shared with me that they’re concerned with how much President Trump will really be able to accomplish, as the opposition is already standing in his way. Retirees are voicing their major concerns regarding taxes and paying more tax during their retirement than they did in their …

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 …

Do You Know Your Greatest Retirement Risk?

In this week’s Hidden Wealth Review, I teach that, even through Donald Trump is about to take office, things still have to pass through Congress. Many of the bills passed by Congress tend to deplete our retirement savings, not increase them. To help you understand the mechanics of how this happens, I want to gift you an electronic version of The Baby Boomer Retirement …

No More Concerns About Market Crashes or Taxes

In this week’s Hidden Wealth Review, I teach that there is a lot of chatter about our President-elect and what his inauguration will mean for the stock market. There are many doom & gloom predictions. These dire assessments are not due to just the uncertainty of a Donald Trump presidency. Part of the concern is the dramatic age demographic shift that our …