What Warren Buffett Might Say About Taxes

May 11, 2016

401k, Investment, ROTH IRA

5/11/2016 AZ Republic by Dr. Harold Wong Warren Buffett is known as the Greatest Stock Market Investor of the last 5 decades. In 2015, he was ranked by Forbes Magazine as the 3rd wealthiest person in the world. He is known for many wise sayings about investments; the world of money; and life. His #1 […]


Protect Your Money

Apr 27, 2016

Retirement

4/27/2016 AZ Republic by Dr. Harold Wong This is a turbulent time in the world of money. By mid-February, 2016, most U.S. stock market indices were down 10-16% from their all-time in May, 2015. The Dow-Jones Index closed on Friday, 4/24/2016 at 18,003.75, within 2% of the 52-week high on May 18, 2015, when the […]


Why Most Don’t Maximize their Social Security

Apr 06, 2016

Social Security

4/6/2016 AZ Republic by Dr. Harold Wong In 2014, I wrote a 6-part series on Social Security Strategies with the first article, “How Social Security Strategies Affect Your Retirement”, 5/23/2014 AZ Republic by Dr. Harold Wong. The average retirement benefit was $1,294. For older Baby Boomers, full retirement age for purposes of Social Security (SS) […]


The Retirement Rules of Money Have Changed

Mar 26, 2016

Retirement

3/26/2016 AZ Republic by Dr. Harold Wong This article covers long-held retirement rules of money that people have heard for decades. Unfortunately, these rules have drastically changed. The 10/5/3 rule: says that you can always average a 10% rate of return in stocks; 5% in bonds; and 3% in short-term cash. For the first 15 […]


How Single Women and Baby Boomer Couples Should Plan for Social Security & Other Retirement Income

Mar 16, 2016

Baby Boomers & Money, Retirement, Social Security, Women & Money

3/16/2016 AZ Republic by Dr. Harold Wong According to recent research (see, “How Social Security Strategies Affect Your Retirement”, May 23, 2014 AZ Republic by Dr. Harold Wong), the average Social Security check to retired workers in 2014 was $1,294 per month. Clearly, this is not enough to live on for a single woman. If […]


What Warren Buffett Might Like about the Rockefeller Trust

Mar 02, 2016

Uncategorized

3/2/2016 AZ Republic by Dr. Harold Wong Warren Buffett is the 3rd wealthiest person in the world and is also known as “The Stock Market King”. The Rockefeller Trust was used extensively by John D. Rockefeller, who was the wealthiest man in the world 150 years ago when he consolidated the oil industry. Both were […]


What Warren Buffett Might Tell Women & their Families

Mar 02, 2016

Women & Money

3/2/2016 AZ Republic by Dr. Harold Wong Warren Buffett is known as “The Stock Market King”. He was recently ranked the 3rd wealthiest person in the world. He is known for many of his sayings about keys for success in investing and life: 1. Be Frugal: “If you buy things you do not need, soon […]


Protect Your Money: 2016 Investment Markets Analysis

Feb 17, 2016

Market Analysis

February 17, 2016 AZ Republic by Dr. Harold Wong The first 2 weeks opening in the U.S. stock market was considered the worst opening 2 weeks ever. This negative performance also occurred in other stock markets in Europe and Asia. On January 12, 2016, the Royal Bank of Scotland said “Sell everything except high-grade bonds”. […]


Common Sense about Roth and Multi-Generational IRAs

Feb 05, 2016

ROTH IRA

February 5, 2016 AZ Republic by Dr. Harold Wong Warren Buffett says that very few people exhibit common sense in their investments and financial strategies. This article will focus on comparing how most view the Traditional IRA versus using two advanced strategies: the Roth IRA and the Multi-Generational IRA (MGIRA). You should definitely contribute the […]


Warren Buffet & Common Sense Financial Strategies

Feb 03, 2016

Retirement

February 3, 2016 AZ Republic by Dr. Harold Wong Last year, Warren Buffett was ranked the 3rd wealthiest person in the world. He is known as the “Oracle of Omaha” or the “Stock Market King”. A huge key to his massive success is that he looks at the world of money and investing very differently […]