Avoid The Tax Scam

 In this week’s Hidden Wealth Review, I teach about the great tax scam! Taxes are predictable. They are as predictably not paid as they are predictably paid. I sometimes wear glasses to help me see. A client once told me that I’m like a pair of “financial glasses” because I help others to see what they couldn’t see before. Another client recently said that …

Tax Freedom Day!

In this week’s Hidden Wealth Review, I want to wish everyone a Happy Tax Freedom Day! About mid-May is when most Americans start actually making money for themselves instead of earning money to pay their taxes. The average American works about four and a half months, just to pay their federal income taxes. It’s a sad truth but, it doesn’t need to be …

Short Window for Tax Strategies

In this week’s Hidden Wealth Review, I teach that there is a very narrow window of time for a couple of key tax-savings reform strategies. We reviewed these strategies with a group of clients and business owners just this past week. Many retirees are finding themselves in a higher marginal tax bracket. Regardless of whether you are already retired or not, you …

The Top Two Baby Boomer Concerns

In this week’s Hidden Wealth Review, I teach that the top two Baby Boomer concerns are income taxes and stock market crashes. Several people have shared with me their concern that the current market could suddenly just tumble. Many have shared their frustrations on how much tax they are paying in retirement. They are asking me what they can do to protect …