Your Tax Return vs. The Return of Your Tax

In this week’s Hidden Wealth Review, I teach that, during this time of the year, most people focus on their tax return, as opposed to the return of their tax. I want to share a simple strategy with you; focus on things that are predictable.  At present, so many things in this world are just unpredictable. One of those things is the …

TIME to Protect Your Retirement

In this week’s Hidden Wealth Review, I teach that there’s never been a more important TIME to get your serious retirement savings safe. TIME is an acronym from my books that describes all of the uncertainty that’s currently going on around us. This uncertainty will only get worse. TIME stands for: Taxes are heading higher. There are certain politicians who want a …

What Will Free Cost Me?

In this week’s Hidden Wealth Review, I ask the question, what will free cost me? In the wake of the State of the Union address, many people have begun to think about the state of our retirement and the state of the politics that will impact our retirement. What “free” really means is that retirement, like a lot of things, is going …

Planning for Retirement vs. Planning at Retirement

In this week’s Hidden Wealth Review, I teach about the number one thing that’s preventing boomers from having their best retirement. After almost 25 years as a Wealth Architect, the number one thing I’ve seen that makes the most difference in retirement is the understanding of the significant difference between planning for retirement versus planning at retirement. This is the same today as it …