90% of Your Wealth Depends on This

In this week’s Hidden Wealth Review, I teach that 90% percent of your wealth depends on one thing, asset allocation. What makes asset allocation so dangerous is its timing. If you don’t believe me, just ask those who lost 50% (or more) in 2000, 2001, 2008 or 2009 about the impact of asset allocation. Your asset allocation model must support properly allocating your assets …

How Scott & Sue Got Rid of The Government Retirement Tax Gotchas!

In this week’s Hidden Wealth Solution Insight, I teach how a client couple, Scott & Sue doubled their retirement income by eliminating the government’s taxes on that income. Not only did their income double, they learned how to make this income last for the rest of their lives. “The icing on the cake,” according to Sue, “was when we learned all this extra retirement income …

Don’t Miss an Extra $60,000 in Social Security Benefits!

I want to begin this week’s Hidden Wealth Solution Insight by wishing everyone a happy Easter holiday weekend. I also want to send out prayers to the victims and the families of those who were caught up in the Brussels terrorist attacks this past week. If you’re a Baby Boomer, pay close attention to this!There’s just about a 30 day window for electing some …