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Best Time To Claim Social Security Benefits

by Chuck Oliver | Mar 25, 2020 | Retirement Planning, Social Security, Taxes

Best time to claim social security benefits When is the best time to claim social security benefits? The key is Tax and income Planning to keep the most of your benefits! Baby Boomers are costing themselves millions in Social Security Benefits as new study finds only...

The Retirement Insecurity by the Secure Act

by Chuck Oliver | Mar 25, 2020 | Retirement Planning

THE RETIREMENT INSECURITY BY THE SECURE ACT The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was passed in the house with a 417-3 vote in May and has made its way to the Senate during this current term. The SECURE act will make impactful...

Top 8 Financial Tips for Retired Baby Boomers

by Chuck Oliver | Mar 23, 2020 | Retirement Planning, Taxes

TOP 8 FINANCIAL TIPS FOR RETIRED BABY BOOMERS 1. Use Your Home as a Source of Retirement Income Home equity is usually the largest source of wealth for people and is usually their single largest holding. Due to this, it is important to understand how you can use this...
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Chuck Oliver provides a variety of services under the brand The Hidden Wealth Solution ("HWS"). Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Adam Schmidt is an investment adviser representative of Foundations and markets his advisory services through HWS. HWS and Foundations are not affiliated entities. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Foundations does not offer fixed insurance products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.
Information has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, legal or other professional advice.