Learn How To Reform Your Own Retirement

In this week’s Hidden Wealth Review, I teach that this is the year of retirement reform. I encourage you to reform your retirement before the government reforms it for you. To separate “myth-conceptions” from retirement reality, I want to teach you about the five major retirement planning myths. Baby Boomers should avoid these retirement derailing obstacles that the IRS and Wall Street …

Eliminate Retirement Tax Risk

In this week’s Hidden Wealth Review, I teach how to position your assets to gain an extra $1 million or more to spend during your retirement and at least $ 2 million to leave after your retirement. How significant would this be to your definition of retirement success? To do this you must eliminate the greatest risk to retirement, retirement tax-risk. I …

Time for a Tax & Legacy Plan

In this week’s Hidden Wealth Review, I teach why it’s important to have a retirement risk plan in place. The timing couldn’t be more critical than it is right now. For years I’ve taught about protecting yourself from taxes and market losses. Now, there’s a new retirement threat in place and proves the need to get a tax and legacy plan in …

Are You Jeopardizing Your Retirement?

In this week’s Hidden Wealth Review, I teach about the two biggest retirement risks facing Baby Boomers and why these are lining up in a big way right now. Recent headlines warn of a trade war triggered recession, the S&P’s $4 trillion loss in May and a dire prediction that the market is just a bad economic report away from collapse. This …