Stop Paying Taxes You Don’t Owe

In this week’s Hidden Wealth Review, I want to teach you how you can stop paying taxes you don’t owe! This longer Hidden Wealth Review was not created to cause complaints about how long it is. It was created to show how important each of these tax-savings...

Avoid the Triple Tax Trap

In this week’s Hidden Wealth Review, I teach that you can avoid the IRS’s triple tax trap. I continue to meet with clients who are totally caught off guard by the IRS Triple Tax Trap. I just met with a retiring couple this week who are selling some...

Market Correction Protection

In this week’s Hidden Wealth Review, I teach that the tariffs on autos are about to cause a major market tumble. The market already took a downside tariff tumble earlier this week, losing, at one point, over 500 points before eventually settling on a 328 point...

The Number One Fear Plaguing America

In this week’s Hidden Wealth Review, I teach that the personal finance website, GOBank.com, released an article last week stating that the biggest fear plaguing Americans is the fear of out-living their retirement money or reducing their lifestyle during...

Mediscare and Social Insecurity

In this week’s Hidden Wealth Review, I teach that The Wall Street Journal reports Social Security and Medicare are going to cost retirees. There are two retiree dependent programs that require more investigation. I refer to these programs as “Mediscare” and...

Tax Freedom Day!

In this week’s Hidden Wealth Review, I want to wish everyone a Happy Tax Freedom Day! About mid-May is when most Americans start actually making money for themselves instead of earning money to pay their taxes. The average American works about four and a half...

Short Window for Tax Strategies

In this week’s Hidden Wealth Review, I teach that there is a very narrow window of time for a couple of key tax-savings reform strategies. We reviewed these strategies with a group of clients and business owners just this past week. Many retirees are finding...