The top 2 things ruining a Baby Boomers retirement are the frequent ups and downs of the market and more importantly the future tax rate risk. I encourage clients to learn more about their retirement plan and investments success through stress testing with a proper risk analysis.
LAKE MARY, Fla. (PRWEB) November 14, 2019
Chuck Oliver and his team of financial advisors at The Hidden Wealth Solution announce their newest 5- star Google Review ratings. In their newest reviews, one client stated how Oliver and his team are responsive, respectful and creative while another client said the firm is legitimate, professional and comprehensive. Another client indicated how shifting financial firms was a daunting process for him however the entire team at The Hidden Wealth Solution took all the necessary time to explain to he and his wife all the choices they had as well as the pros and cons of each. To read all of the Google reviews for The Hidden Wealth Solution go to http://www.google.com and type in "The Hidden Wealth Solution" in the search box. Consumers can access the reviews as listed on the Google Business profile.
The Hidden Wealth Solution is home to one of the top half of 1% of financial and insurance professionals in the United States with their corporate headquarters located in the heart of Central Florida. Their financial and wealth advisory firm main office is located in Lake Mary, Florida. Their financial advisors serve retired Baby Boomers, business owners and those looking ahead to retirement on strategic tax planning to secure their financial safety and security. Clients learn how they can protect their retirement investments from market losses, taxes and inflation. Oliver and his team will discuss the various options for saving on taxes and using different strategies such as avoiding the pitfalls with traditional retirement planning to retail investing to avoiding IRA’s and 401k’s to proper Roth IRA conversions, maximizing social security income. The financial advisors at The Hidden Wealth Solution also incorporate strategic tax planning for before and after retirement.
Oliver stated “I encourage Baby Boomers, business owners and those looking ahead to retirement to be proactive instead of reactive especially as we approach an election year. We are on the edge of a possible economic downturn. There is a significant difference between planning for retirement as opposed to planning in retirement. The top 2 things ruining a Baby Boomers retirement are the frequent ups and downs of the market and more importantly the future tax rate risk. I encourage clients to learn more about their retirement plan and investments success through stress testing with a proper risk analysis. The planning and portfolio comparison analysis allows clients to run their savings and investments through hundreds of different market scenarios and test the probability for their retirement plan’s success as well as tax risk exposure. This analysis gives a closer look at the probability success of one’s investments and retirement income optimization. I tell people if they are already taking income from their retirement savings, they should be preparing for ongoing economic uncertainty as the new normal. Retirement can be difficult for some especially if they are used to spending and not living within a fixed budget. I have an article on my website that goes into more detail on this topic, I would encourage retirees to learn more by visiting: https://thehiddenwealthsolution.com/proactive-retirement-planning”
The Hidden Wealth Solution is located at 250 International Parkway, Suite 146, Lake Mary, Florida 32746. Their Central Florida office is located 19 miles East of Downtown Orlando and 44 miles southwest of Daytona Beach. Oliver and his wealth advisors are available to meet with clients or do phone consultations Monday through Friday between 9AM and 6PM EST.
For those interested in hearing more from Oliver they are encouraged to tune into his weekly radio show that can be heard on the following AM and FM radio stations across the U.S.: NewsRadio 93.1 WFLA in Orlando, FL on Saturdays at 11AM EST and Sundays at 1PM EST, in Jacksonville, FL on News 104.5FM WOKV on Sundays at 11AM EST, on Newsradio 970AM WFLA in Tampa, FL on Sundays at 11AM EST, on WHIO Newstalk Radio 95.7FM/AM1290 on Sundays at 9AM EST and in Phoenix, AZ on Newstalk 550 KFYI on Sundays at 11AM MST.
Oliver’s weekly radio show is archived on his website located at: https://thehiddenwealthsolution.com/hidden-wealth-radio/ each week his show is posted on his website as well as on Sound Cloud located at: https://soundcloud.com/you/tracks
Oliver also hosts a weekly webinar where retired Boomers and those looking ahead to retirement can learn more. There is no cost or obligation to attend. The webinar happens each Tuesday and those interested in attending can choose from attending the 11AM EST, 3PM EST, 7PM EST, 8PM EST or 10PM EST session. The next webinars are scheduled for November 19th, November 26th, December 3rd and December 10th. To reserve your seat at the next webinar, visit online at https://retirementprotected.com/
Consumers will find a host of resources on The Hidden Wealth Solution’s website including articles about the best time to claim social security benefits (https://thehiddenwealthsolution.com/claim-social-security-benefits), the top 8 financial tips for retired Baby Boomers (https://thehiddenwealthsolution.com/financial-tips-for-retired-baby-boomers) and information on the SECURE Act that will stop the Stretch IRA and tax inheritances hard! (https://thehiddenwealthsolution.com/secure-act).
Baby Boomers and retirees are invited to contact the financial advisors at The Hidden Wealth Solution at 1-800-825-1766 or at 407-478-1599 for the best ways to save on taxes during retirement and for help in learning how to best leverage their investments to keep as much of their hard earned money.