by Chuck Oliver | May 30, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach the immediate importance of immunizing your IRAs from the IRS. This week, the House passed a bill entitled, the “SECURE Act of 2019.” SECURE stands for “Setting Every Community Up for Retirement...
by Chuck Oliver | May 23, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers concerning their retirement is not considering the impact of taxes more closely before and after retiring. Imagine, saving an average of $10,000 to $40,000 a year for...
by Chuck Oliver | May 17, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that, in Berkshire Hathaway’s annual report, the greatest investor of all time, Warren Buffett, warned his investors to be prepared to lose half of their retirement savings! His prediction is due to our...
by Chuck Oliver | May 10, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the most important lesson I’ve learned and it could not come at a better time. We’re headed into an election year and we’ve got a major shift in demographics. Forbes has an article out that...
by Chuck Oliver | May 3, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the harsh reality of real retirement returns. Real returns are a key determining factor impacting the security, safety and stability of our retirement futures. The risk, we believe, has never been greater. The...
by Chuck Oliver | Apr 25, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about the top mistakes that retirees make. I recently read two articles on this topic. One article was on Motley Fool and the other was on MSN Money. According to these two articles, the top two mistakes are: 1. Not...
by Chuck Oliver | Apr 18, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that the number one regret of retired Baby Boomers is not paying attention to planning for the impact of taxes in retirement. One of the biggest and most profound ways to boost retirement is to use tax-advantaged...
by Chuck Oliver | Apr 12, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that less is more when it comes to taxes! It’s seems simple but, the less you pay, the more you keep. In order to keep more and pay less you have to have a plan, which almost no one does and that’s why...
by Chuck Oliver | Apr 5, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach how you can control your tax as opposed to how your tax can control you. I call this CYT – Control Your Tax. We recently met with a client who had followed traditional retirement advice and saved most of his...
by Chuck Oliver | Mar 29, 2019 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that it’s tax time and people are currently tax-focused. We have been helping Baby Boomers realize that, when it comes to tax, it’s not about your tax return, it’s about the return of your tax. STOP...
