The Three Key Retirement Musts

by | Feb 18, 2022 | Hidden Wealth Reviews, Taxes

Please Click the Video to Watch This Important, Short Message  THREE KEY RETIREMENT In this week’s Hidden Wealth Reviews, I teach about the key three areas that save our clients from losing sleep over the current chaos of market volatility and economic...

Avoid Derailing Your Retirement!

by | Feb 4, 2022 | Hidden Wealth Reviews

Please Click the Video to Watch This Important, Short Message  DERAILING YOUR RETIREMENT In this week’s Hidden Wealth Review, I share that the risk of Baby Boomers and retirees derailing their retirement is at an all-time high. The time to know what you can do...

Six Stealth Taxes That Can Derail Your Retirement

by | Feb 3, 2022 | Taxes

Six Stealth Taxes That Can Derail Your Retirement By Robert Klein, CPA The goal of retirement income planning is to optimize the longevity of your after-tax retirement income to pay for your projected inflation-adjusted expenses. In addition to having adequate...

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

by | Jan 14, 2022 | Hidden Wealth Reviews

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

by | Dec 30, 2021 | Hidden Wealth Reviews

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....