by Chuck Oliver | Apr 2, 2020 | Retirement Planning, Articles, News, Taxes
In an effort to keep our clients and radio listeners informed on the latest financial strategies to counter the economic impact of the corona virus, we are starting an email series featuring informational updates on changes to the tax code and insights into financial...
by Chuck Oliver | Mar 27, 2020 | Hidden Wealth Reviews
Please Click the Video to Watch This Important, Short Message Amidst the impact of the coronavirus and the uncertainty of the volatile markets, there are things you can do while you’re quarantining yourself. This time can be used to think about your...
by Chuck Oliver | Mar 25, 2020 | Retirement Planning, Social Security, Taxes
TOP 10 TIPS FOR RETIREMENT PLANNING Looking Ahead to Retirement? Check Out Our Top 10 Tips For Retirement Planning. 1. Snapshot of Your Dream Retirement This might seem simple, but imagine where you see yourself retired whether it is on the beach, in the mountains, or...
by Chuck Oliver | Mar 25, 2020 | Retirement Planning, Social Security, Taxes
Best time to claim social security benefits When is the best time to claim social security benefits? The key is Tax and income Planning to keep the most of your benefits! Baby Boomers are costing themselves millions in Social Security Benefits as new study finds only...
by Chuck Oliver | Mar 25, 2020 | Retirement Planning
THE RETIREMENT INSECURITY BY THE SECURE ACT The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was passed in the house with a 417-3 vote in May and has made its way to the Senate during this current term. The SECURE act will make impactful...
by Chuck Oliver | Mar 23, 2020 | Retirement Planning, Taxes
TOP 8 FINANCIAL TIPS FOR RETIRED BABY BOOMERS 1. Use Your Home as a Source of Retirement Income Home equity is usually the largest source of wealth for people and is usually their single largest holding. Due to this, it is important to understand how you can use this...
by Chuck Oliver | Mar 20, 2020 | Hidden Wealth Reviews
Retirement Savings Security Please Click the Video to Watch This Important, Short Message Amidst all this negative noise, quarantines and media-driven confusion, instead focusing on the obstacles, I want to teach you about timely and important opportunities. I want...
by Chuck Oliver | Mar 13, 2020 | Hidden Wealth Reviews
Imagine, Financial Uncertainty to Economic Security! Please Click the Video to Watch This Important, Short Message Let me ask you a question. Do you really know the retirement risk road on which you’re traveling? This week caused major economic uncertainty. I...
by Chuck Oliver | Mar 9, 2020 | Hidden Wealth Reviews
We help Baby Boomers and retirees thrive in retirement. In this week’s Hidden Wealth Review, we’re addressing this drastic market disaster. I wanted to get this message out as quickly as I could. There’s been a lot of turmoil in the oil markets which...
by Chuck Oliver | Mar 6, 2020 | Hidden Wealth Reviews
We help Baby Boomers and retirees thrive in retirement. In this week’s Hidden Wealth Review, I’m excited to teach you that the top way to thrive in retirement is by getting rid of unnecessary taxes. This past week, we met with a client who shared that,...
