The Most Important Topic is Tax

Please Click the Video to Watch This Important, Short Message  tax In this week’s Hidden Wealth Review, I teach that the number one topic that’s most important to Baby Boomers and retirees is the topic of tax. The harsh reality is that all of this proposed...

Avoid the Tax America Plan

Please Click the Video to Watch This Important, Short Message  avoid the tax In this week’s Hidden Wealth Review, I want to teach Baby Boomers and retirees about Bob, a client with whom we recently met. Bob is from Illinois. He has an accounting education. He...

Insulate Your Income from the IRS

Please Click the Video to Watch This Important, Short Message  income In this week’s Hidden Wealth Review, I teach the timing importance of how you can be a low-tax or no-tax retiree. This involves removing Uncle Sam from your children’s inheritance and...

Control The Top Two Retirement Risks

Please Click the Video to Watch This Important, Short Message  top two retirement risks In this week’s Hidden Wealth Review, I teach about the top two things that you can do to control and protect you, and your retirement, from risk. When I speak of risk, I mean...