Get a Market Correction Protection Plan

In this week’s Hidden Wealth Review, I want to ask you a question. Can you afford to continue to lose your retirement savings? Many people we have met have lost 15% to 20% of their retirement savings in the last 6 weeks! I’ve spoken with several people who expressed that they don’t want to go through another 2001 to 2002 when they …

Can You Afford to Lose More of Your Retirement?

In this week’s Hidden Wealth Review, I want to ask you a question. Can you afford to lose more and more of your retirement? I recently met with someone who told me, “I can’t afford to lose another 10%.” October will go down as one of the worst months in stock market history. In just this one month, the S&P index lost …

Tax Increases Are Coming!

In this week’s Hidden Wealth Review, I teach that the tax world, as we know it, has just changed again. The Republicans have lost control of the House of Representatives, the constitutional starting point for all tax legislation. The Democratic Party is already promising tax changes with a focus on tax increases. President Trump even shared that he was willing to change …

Stop the Uncle Sam Tax Scam!

In this week’s Hidden Wealth Review, I teach about the number one Baby Boomer retirement trap. If you’ve saved $250,000 or more for retirement, this trap is significant. But, there’s never been a better window of opportunity to avoid this trap. However, this tax-savings window is closing very quickly. But, there’s still time to save tax for 2018 and to learn how you …