Solve the Biggest Retirement Risk

by | Feb 23, 2018 | Hidden Wealth Reviews

In this week’s Hidden Wealth Review, I teach that if you can solve this one thing, you can fix two problems, simultaneously. The number one challenge we need to solve is volatility. By volatility, I mean higher stock market and higher tax volatility due to: Huge...

Double Digit, Tax-Free Returns

by | Feb 16, 2018 | Hidden Wealth Reviews

In this week’s Hidden Wealth Review, I teach that it’s an important time to lock in your stock market gains and remove the risk before the market drops another 5% in five days. This past week, I conducted a review with a client who made 14%, Tax-Free!...

The Retirement Roller Coaster

by | Feb 9, 2018 | Hidden Wealth Reviews

In this week’s Hidden Wealth Review, I teach that the retirement savings roller coaster will continue to get more volatile. Many of you are concerned by the return of large market swings like those we saw in 2008. This fear is understandable in light of the new...

Insulate Your Gains

by | Feb 2, 2018 | Hidden Wealth Reviews

In this week’s Hidden Wealth Review, I teach that many people are over-allocated in equities (stocks) and they are going to find themselves out of time to get their retirement back if we experience another market crash. There are many reports out suggesting that...

Avoid the Triple IRS Tax

by | Jan 26, 2018 | Hidden Wealth Reviews

This week, I met with a 72 year old client named Mary. Mary was facing her IRA Required Minimum Distributions (RMDs). Her RMDs caused 85% of her Social Security income to be taxed. The dollar amount that Mary was losing every month with her Social Security being taxed...

How to Retire Sooner with More Income

by | Jan 19, 2018 | Hidden Wealth Reviews

In this week’s Hidden Wealth Review, I’m excited to share how we helped two clients start their new year off right. One client was looking to increase their retirement income as much as they could without taking unnecessary risk with a goal to retire in...