Secrets of the Rockefeller Trust, Roth, and Multi-Generational IRAs

Feb 03, 2016

ROTH IRA

February 3, 2016 AZ Republic by Dr. Harold Wong These are very advanced planning tools that are very different from what 99 percent of individuals use. Ed Slott, the nation’s most quoted expert on advanced IRA strategies, says that at most 2% of CPAs specialize in advanced IRA strategies and very few attorneys understand these […]


What Should Women Do Financially in 2016?

Jan 05, 2016

Women & Money

1/6/2016 AZ Republic by Dr. Harold Wong The year 2015 ended in America with a fizzle and not a boom. The stock market was about even compared to the end of 2014; economic growth was tepid; the unemployment rate dropped but wage increases were small. Oil prices dropped to 11-year lows and consumers were happy […]


Common-Sense Ways to Maximizing Social Security & Other Retirement Income

Jan 05, 2016

Baby Boomers & Money, Retirement, Social Security

January 8, 2016 AZ Republic by Dr. Harold Wong For decades, many have underestimated the crucial importance of maximizing your Social Security and other retirement income. In 2014, the average Social Security (SS) retirement benefit was $1,294 per month. “Among elderly SS beneficiaries, 52 percent of married couples and 74 percent of unmarried persons receive […]


Proposed Social Security Restrictions Require Better Retirement Planning

Nov 04, 2015

Baby Boomers & Money, Retirement, ROTH IRA, Seniors & Money, Social Security, Wall Street

11/4/2015 AZ Republic by Dr. Harold Wong Hidden in the proposed U.S. Budget Bill are some provisions that can reduce the “file and suspend” and “restricted application” strategies. These strategies, estimated to be used by only 100,000 Social Security recipients, allowed married couples to get up to an extra $50-60,000 of total Social Security retirement […]


What Warren Buffett Might Tell Women & their Families

Oct 21, 2015

Retirement, Risk vs. Returns, Seniors & Money, Wall Street, Women & Money

10/21/2015 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: Be Frugal: “If you buy things you do not need, soon you will have […]


What Warren Buffett Might Say About Taxes

Oct 14, 2015

Baby Boomers & Money, Income Tax, ROTH IRA, Wall Street

10/14/2015 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 […]


What Warren Buffett Might Tell Women & their Families

Oct 07, 2015

Baby Boomers & Money, Income Tax, Risk vs. Returns, Seniors & Money, Women & Money

10/7/2015 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: Be Frugal: “If you buy things you do not need, soon you will have […]


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

Sep 02, 2015

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

9/2/2015 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 […]


How Baby Boomers Can Financially Have a Happy Retirement!

Jul 08, 2015

Baby Boomers & Money, Bonds, Private Pension, Social Security

7/8/2015 AZ Republic by Dr. Harold Wong About 80 million Baby Boomers were born after World War 2, from 1946-64, and now 10,000 Boomers turn 65 every day. Many Boomers plan to work past 65 because they don’t believe their money will last in retirement. They face 3 major risks to a Happy Retirement: Low […]


Secrets to Maximize: Retirement Income with Social Security, and Asset Protection with the Rockefeller Trust

Jun 10, 2015

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

6/10/2015 AZ Republic by Dr. Harold Wong John and Mary Jones are both age 66 and have worked their whole lives. They got lucky with some private company stock and are worth $21 million. What are some of the strategies they could consider? Maximize Social Security (SS) Retirement Benefits with the File and Suspend, Spousal, […]