Tax Increases Are Coming!

In this week’s Hidden Wealth Review, I teach that the tax world, as we know it, has just changed again. The Republicans have lost control of the House of Representatives, the constitutional starting point for all tax legislation. The Democratic Party is already...

Stop the Uncle Sam Tax Scam!

In this week’s Hidden Wealth Review, I teach about the number one Baby Boomer retirement trap. If you’ve saved $250,000 or more for retirement, this trap is significant. But, there’s never been a better window of opportunity to avoid this trap....

The Three Biggest Retirement Risks

In this week’s Hidden Wealth Review, I teach the three biggest retirement risks for Baby Boomers. I use the acronym “TIP” to teach this concept. TIP stands for: Taxes. Taxes hit Baby Boomers from many angles: income taxes, taxes on Social Security...

Little Time Left to Save on Taxes

In this week’s Hidden Wealth Review, I teach that the number one reduction to a Baby Boomer’s retirement income is tax. Due to the uncertainty of an increasingly volatile stock market, the only area of retirement you can control is eliminating unnecessary...

Retire Your Risk

In this week’s Hidden Wealth Review, I teach how you can re-engineer you retirement risk so that you retire the top two Baby Boomer Retirement Risks. In my nearly quarter century as a Wealth Strategist, the top two success techniques I’ve seen Baby Boomers...

Retire Babyboomer’s Biggest Risks

In this week’s Hidden Wealth Review, I teach how you can retire the Baby Boomer’s biggest areas of risk. There are two areas of risk that we see as a constant theme: Unnecessary stock market risk and Unnecessary taxation. We are nine and a half years into...

The Four Tax Torpedoes

In this week’s Hidden Wealth Review, I teach how you can retire your tax. I explain about the four tax torpedoes that are impacting people who have worked hard, saved hard and are unfortunately, being taxed hard. I want to teach you how you can avoid these tax...

Don’t Be the Perfect Taxpayer

In this week’s Hidden Wealth Review, I teach that investigation to have less taxation is being proven again and again. We just met with a client who is officially retiring. He has several pieces of highly appreciated real estate as well as money trapped in IRAs....