New Record Deficit!

Please Click the Video to Watch This Important, Short Message  In this week’s Hidden Wealth Reviews, I teach that our national debt and deficit have hit a new record high. In just five short months, we have already amassed a $1.15 trillion deficit. The interest on our...

The Top Five Mistakes Retirees Make

Please Click the Video to Watch This Important, Short Message  In this week’s Hidden Wealth Reviews, I talk about the Kiplinger article “How to Avoid These Five Costly Tax Mistakes That Many Retirees Make”. I especially want to emphasize the number one mistake that...

Critical Timing Tax Savings Money Moves

Please Click the Video to Watch This Important, Short Message  In this week’s Hidden Wealth Reviews, I teach about critical timing tax savings money moves. If you’re still trying to save taxes for 2024, the tax-savings door is still open, but it’s about to close. Go...

Avoid the 10 Year Tax Squeeze!

Please Click the Video to Watch This Important, Short Message  In this week’s Hidden Wealth Reviews, I teach you how to avoid the 10 year tax squeeze. I’m speaking specifically to those who are stuck with inherited required minimum distributions (RMDs). Although it’s...