STOP Unnecessary Tax

In this week’s Hidden Wealth Review, I teach that it’s tax time and people are currently tax-focused. We have been helping Baby Boomers realize that, when it comes to tax, it’s not about your tax return, it’s about the return of your tax. STOP is an acronym from the new book I’m currently writing. Saving Tax Optimization Planning The Hidden Wealth Solution …

Socialism Brings Increased Taxes

In this week’s Hidden Wealth Review, I teach about the comfortable call for socialism and your tax dollars. All of the Democratic candidates currently running for President are calling for tax increases. In light of these calls for more tax, I want to ask you two questions: Are you aware of the amount of tax that you are overpaying? Are you concerned …

How Much Unnecessary Tax Do You Pay?

In this week’s Hidden Wealth Review, I want to ask you a question. Have you ever reviewed how much unnecessary tax you’re paying? At The Hidden Wealth Solution, we’re all about controlling the things that are controllable. A good offense is about making more. A good defense is about spending less. It’s easier to control how much you spend on taxes when …

Retirees Biggest Regret

In this week’s Hidden Wealth Review, I teach about retirees greatest retirement regret. A Nationwide Retirement Institute survey found that nearly four out of 10 retirees say that their biggest regret is that they didn’t consider the impact of taxes on their retirement.  Former Federal Judge, Learned Hand once said that there are two tax systems in the U.S.; one for the …