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 […]


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 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, […]


Common Sense IRA and 401(k) Strategies

May 06, 2015

401k, Baby Boomers & Money, IRA, Retirement, ROTH IRA

5/6/2015 AZ Republic by Dr. Harold Wong For many, especially in the Baby Boomer generation, most of their financial assets are in their IRA or 401(k). Here are some strategies that can make a big difference for your retirement: Maximize your annual contribution to your IRA and get the full employer match to your 401(k). […]


When You Take Social Security Affects Your Retirement!

May 01, 2015

Baby Boomers & Money, Private Pension, Seniors & Money, Social Security, Women & Money

May, 2015 CITY SunTimes by Dr. Harold Wong The Social Security Press Office has published a Fact Sheet that gives some interesting numbers. In 2014, There 39 million retired workers who receive $1,294 in average monthly benefits; 8.8 million disabled workers who receive $1,146 per month; and 6.2 million Survivors who receive $1,244 per month. […]