Investing in a health savings account (HSA) or converting to a Roth IRA are just a few ways people can best position themselves from unnecessary taxes and future tax rate risk. Our newest article entitled “Top 8 Financial Tips for Retired Baby Boomers” targets those who are already retired.
LAKE MARY, Fla. (PRWEB) July 11, 2019
Charles Oliver and his team of financial advisors at the Hidden Wealth Solution have recently launched their newest online guide entitled: “Top 8 Financial Tips for Retired Baby Boomers”. In this online guide Baby Boomers will read more on how to stay financially fit during their retirement years. Tips include reducing income taxes and eliminating required minimum distributions to strategies using home equity a source of retirement income, staying healthy so your retirement investment dollars don’t go towards medical procedures, prescriptions and hospital stays, optimizing the start of social security benefits so you can receive maximum income, and how to avoid Medicare premium penalties. These top tips and more can be found online at: https://thehiddenwealthsolution.com/financial-tips-for-retired-baby-boomers
The financial planners at The Hidden Wealth Solution specialize in educating consumers on retirement investing, wealth management, financial planning and analysis, investment strategies and how to save on taxes for retirement.
Oliver stated “Retirement planning and investing can be complicated and time consuming. Many people don’t know where to start particularly those who have started to save for retirement later on in life and don’t have that many more years left in the workforce or those who are already retired and have a pension and/or a 401K. The tax savings can be incredible if people only understood how they can make some changes to their portfolio. Investing in a health savings account (HSA) or converting to a Roth IRA are just a few ways people can best position themselves from unnecessary taxes and future tax rate risk. Our newest article entitled “Top 8 Financial Tips for Retired Baby Boomers” targets those who are already retired. We work with many Baby Boomers who are no longer in the workforce. We coach them on how to better manage their retirement savings so they keep more and can continue to live more and be able to leave more. We help people look at their larger financial picture including their health and wellness. How can people spend less? One area is living a healthier lifestyle so less of their retirement savings goes to paying medical bills. Hospital stays and prescriptions can certainly eat up your savings. It’s these types of conversations we have with clients. Medicare can be very confusing however it is a great way to get certain medical expenses paid for so less comes out of one’s personal retirement savings. We also work with clients to educate them on tax deductions, deferred taxes and tax brackets. As people retire their tax brackets may change as well as their deductions, our goal is to help our clients secure their financial safety, liquidity and potential.”
The Hidden Wealth Solution is located at 250 International Parkway, Suite 146, Lake Mary Florida, 32746. Their Central Florida office is approximately 18 miles east of downtown Orlando by way of Interstate 4. Their financial advisors are available Monday through Friday between 9:00AM – 6:00PM EST to meet with clients.
Consumers interested in learning more about how The Hidden Wealth Solution can help them are invited to participate in an upcoming free webinar on Tuesday July 16th at 11:00AM, 3:00PM, 7:00PM and 8:00PM EST. To register consumers should visit online at: https://retirementprotected.com/
For consumers interested in hearing more from Chuck Oliver and his wealth management team, they can tune into their radio every Saturday and Sunday. Oliver can be heard in Orlando, FL, on News Radio 93.1FM/540AM WFLA on Saturdays at 11:00AM and on Sundays at 1PM EST. He can be heard in Tampa, FL on Newsradio 970AM WFLA on Sundays at 11:00AM EST, in Jacksonville, FL on News 104.5 FM WOKV on Sundays at 11:00AM, in Dayton, OH on WHIO NewsTalk Radio 95.7 FM on Sundays at 9:00AM EST and in Oliver’s newest market Phoenix, AZ, on News|Talk 550 KFYI on Sundays at 11:00AM MST. Each week his archived show can be found online at:
As a top financial and wealth management advisory firm in Lake Mary, Florida, interested Baby Boomers can learn more by attending a complimentary and educational wealth protection webinar as well as to tune into their radio this coming weekend to hear more about how to safely grow, protect and preserve their retirement wealth. Baby Boomers interested in learning more about the difference of planning for retirement versus planning in retirement are encouraged to register for the one of the upcoming educational webinars at https://retirementprotected.com/ or visit online at: https://thehiddenwealthsolution.com.