Have You Made Your New Year’s Retirement Protection Resolution?

In this week’s Hidden Wealth Review, I want to wish you a Happy New Year! I also want to “ring in” retirement reality.  In an article posted on Motley Fool, the Economic Policy Institute shared that the average account value of retirement savings accounts for people between the ages of 56 to 61 is $163,000. Using the old “Four Percent” rule (never remove …

$100’s More Per Month vs. $1,000’s more Per Month

In this week’s Hidden Wealth Review, I want to wish you a Merry Christmas and Happy Holidays from everyone on the Hidden Wealth Solution team. I also want to talk about the tax holiday we all got this week with the passage of the Trump Tax Reform Bill.   There are many things in this bill that I support. One of them is a …

Tax Reform – Tax Cut or Tax Increase?

In this week’s Hidden Wealth Review, I teach about an article that came out from Reuters this past week. The article’s headline read, “Wall Street Falls as Investors Fret Over the Tax Reform Plan”. I have met with many people over the last few months who have created their own tax reform plan. There are still some people who are holding out …

Taxes, Taxes and More Taxes!

In this week’s Hidden Wealth Review, I teach about taxes, taxes and more taxes! I want to teach you that you can have your own tax reform plan, regardless of what the House and Senate do.  If you’ve saved more than $200,000 in an IRA, guess who’s going to pay for the corporate tax cut? You, that’s who. Let me teach you how to not …

Your Own Tax Reform for Thousands More

In this week’s Hidden Wealth Review, I ask the question, are you sick and tired of all the tax reform talk? Many people are holding back, waiting to see what this tax reform will do for them. Many tax policy think tanks are estimating that, at most, some people might see a $100 per month tax savings!  This savings could be lost in three …