Is Your Retirement Resilient To Taxation?

In this week’s Hidden Wealth Review, I teach how there’s never been a more important time to re-engineer your retirement. One of the most important moves is making your retirement resilient to taxation. There couldn’t be a more important time to do this than right now. After two decades as a Wealth Architect, I’ve learned that it’s difficult to plan confidently for …

Re-Engineer Retirement Advantage

In this week’s Hidden Wealth Review, I teach that the number one move you can make to best position yourself in retirement is to re-engineer your retirement. Your top initial move is to retire unnecessary tax! There has never been a better time for you to save the most amount of tax while you live and then pass on as little tax …

S.T.O.P Overpaying For Taxes

In this week’s Hidden Wealth Review, I borrow from comedian Chris Rock’s routine and remind you that we don’t pay taxes, they take taxes. Because of the taxation focus of the 2020 Democratic candidates, taxes are going to be a big deal. Federal appellate judge Learned Hand once said that, in our country, there are two tax systems; one for the informed …

Eliminate Retirement Tax Risk

In this week’s Hidden Wealth Review, I teach how to not have the “hell” taxed out of you. New York Mayor and Democratic hopeful Bill de Blasio, wants a “fair“ tax rate of 70%! As a follow-up to his statement during the recent Democratic debate, Mayor de Blasio created a website, TaxTheHell.com. If you’re between the ages of 55 and 75 years …

No Debate About Democrats Tax Desire

In this week’s Hidden Wealth Review, I teach that the recent Democratic debates show us that the first radical risk that will ruin retirement is that there’s no debate that the Democrats want higher taxes. It’s not a matter of if, but a matter of when. In last Wednesday night’s debate, Mayor Bill de Blasio said, “We are going to be taxing …