The Top Two Baby Boomer Concerns

In this week’s Hidden Wealth Review, I teach that the top two Baby Boomer concerns are income taxes and stock market crashes. Several people have shared with me their concern that the current market could suddenly just tumble. Many have shared their frustrations...

Emphasis on saving taxes!

In this week’s Hidden Wealth Review, I teach that the emphasis now is on saving taxes. Several people have shared their frustration about how much tax they overpaid. I spoke with one client who was disappointed that he did not address tax mitigation through our...

You Are the Key Tax Target!

In this week’s Hidden Wealth Review, I teach that, although tax day is now in the past, don’t let another tax year go by overpaying your taxes. Don’t allow yourself to be the federal government’s key tax target. This week, CNBC announced that the...

Create Your Own Tax Reform Plan

In this week’s Hidden Wealth Review, I teach that tax day is now upon us. Are you satisfied with the taxes you pay? Do you prefer to work with someone who tells you what you owe or do you prefer to work with someone who shows you how much you can save? This is...

Eliminate the IRS from Your IRA

In this week’s Hidden Wealth Review, I teach that achieving a zero percent tax bracket in retirement starts with eliminating the IRS from your IRA. Because it’s tax time, we’ve received numerous calls from people asking how they can pay less tax....

Avoid 50% Stealth Tax

In this week’s Hidden Wealth Review, I teach how to avoid the government’s 50% penalty. This amounts to nothing more than a hidden stealth tax. For those of you who turned 70½ last year, you need to take immediate action to avoid this unnecessary 50% tax....

Stop Losing to Taxes & The Market

In this week’s Hidden Wealth Review, I teach how to achieve a zero percent tax rate in retirement. That’s zero percent not because you don’t have income, but zero percent because you have no taxable income. This week, I met with a couple who were...

Customized Tax Cuts

In this week’s Hidden Wealth Review, I teach that the timing of customized tax cutting couldn’t be more important than it is right now! The number one reason people overpay their taxes is that they fail to plan or to understand the significance of...

It’s Tax Time Again!

In this week’s Hidden Wealth Review, I teach that it’s tax time again! We have a tax practice that shows our clients how to proactively save on taxes, which are the biggest retirement expense and threat. Let me ask you a question. Are you looking for...

Double Your Income and Assets

In this week’s Hidden Wealth Review, I teach how you could possibly more than double your retirement income and double (or even triple) your retirement assets. This past week’s three-day drop has shaved off almost more than 1,100 points from the Dow Jones...