T.I.M.E. to Protect Your Retirement

Please Click the Video to Watch This Important, Short Message  protect your retirement In this week’s Hidden Wealth Review, I teach that it’s T.I.M.E. for Baby Boomers and retirees to take protecting their retirement savings very seriously. Just this week,...

A New Year and New Tax Waste

Please Click the Video to Watch This Important, Short Message  new tax In this week’s Hidden Wealth Review, I want to welcome everyone to a new year and new taxes. I also want to talk about Senator Rand Paul’s (R-Kentucky) list of Washington’s waste....

The Gift of Avoiding Unnecessary Taxes

Please Click the Video to Watch This Important, Short Message  UNNECESSARY TAXES In this week’s Hidden Wealth Review, I first want to wish you happy holidays. In this holiday season, the greatest gift that our clients give to us is their feedback on what...

The Build Back Better Tax Bonanza

Please Click the Video to Watch This Important, Short Message  Tax Bonanza In this week’s Hidden Wealth Review, I talk about the Build Back Better Tax Bonanza. The Biden administration says it’s only going to tax the rich when, in reality, everyone will...

Giving Thanks for Less Tax

Please Click the Video to Watch This Important, Short Message  less tax In this week’s Hidden Wealth Review, I want to stop and give thanks for less tax. I’m reminded of a client couple from the Chicago area. I spoke with the husband this past week. He...

Certainty of Death and Now Higher Taxes

Please Click the Video to Watch This Important, Short Message  higher taxes In this week’s Hidden Wealth Review, I teach that the only things we can be certain of are death and taxes. I would go a step further and say that what we can be certain of is death and...