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 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 to Sell Your Newspaper with No Capital Gains Tax

Nov 19, 2014

Bonds, Risk vs. Returns, ROTH IRA

By Dr. Harold Wong for December, 2014 Publishers Auxiliary You started your community newspaper 30-40 years ago with a dream. Against all odds, you competed with the large daily newspapers and carved out your local niche. However, none of your kids or grandkids wants to work the long hours that you do, where you are […]


New Year’s Financial & Tax Resolutions for 2014

Dec 27, 2013

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

(12/27/2013 AZ Republic) As 2013 ends, it’s traditional for Americans to have New Year’s Resolutions for the upcoming year. The most common are “Quit Smoking” and “Lose Weight”, and most will NOT do what’s required to achieve their goals. Let’s list some financial and tax resolutions that, hopefully, are easier to implement. Calculate Your Retirement […]


Greatest Generation, Baby Boomers, and Generation X

Jul 18, 2012

Baby Boomers & Money, IRA, Multi-Generational IRA, Risk vs. Returns, Seniors & Money, Uncategorized, Wall Street

(July 18, 2012 AZ Republic by Dr. Harold Wong) This article will cover the differences of 3 generations. In my office, I see many grandparents, who often have very different values from their kids and grandkids. These value differences are perplexing to the grandparents who are deciding what to do with their life savings. The […]


Baby Boomers: A Time for Financial Reflection!

Jul 04, 2012

Baby Boomers & Money, Real Estate, Risk vs. Returns, Seniors & Money, Uncategorized, Wall Street

(Special to the 7/4/2012 AZ Republic by Dr. Harold Wong) This article is published on July 4, 2012, America’s Independence Day. Today, many Baby Boomers face major unemployment, decreased home values, and an uncertain stock market. I will assume that the Baby Boomer is 50 years old in the following examples. Here are some major […]


Greed versus Regret

Jun 20, 2012

Annuities, Avoiding Investor Scams, Baby Boomers & Money, Bonds, CD, Real Estate, Risk vs. Returns, Seniors & Money, Uncategorized

(Special to the 6/20/12 AZ Republic by Dr. Harold Wong) Greed versus Regret are 2 opposing emotions. This article will cover 2 examples, where the consequences can be devastating for the families involved. Example 1: “I want to buy that big house in 2005 because my friends are all buying big houses”. The family buys […]


Different Paths to Retirement Security!

Jun 06, 2012

Annuities, Baby Boomers & Money, Risk vs. Returns, Seniors & Money, Uncategorized

(Special to the 6/6/2012 AZ Republic by Dr. Harold Wong) This article will be published on June 6, 2012. This is the 68th anniversary of the June 6, 1944 Allied invasion of Normandy, France. This was the largest amphibious invasion in history with over 5,000 ships and 355,000 involved. The stakes were great: freedom for […]


Simple Planning Guide for Roth & MGIRA Strategies!

May 16, 2012

Annuities, Baby Boomers & Money, Income Tax, IRA, Multi-Generational IRA, Risk vs. Returns, ROTH IRA, Seniors & Money, Uncategorized, Wall Street

(Special to the 5/16/12 AZ Republic by Dr. Harold Wong) The previous 5 articles have been a series on Roth and Multi-Generational IRA (MGIRA) strategies. This article will summarize these strategies and hopefully become a simple planning guide. Issue 1: Why would I Consider the Roth IRA Conversion? You do this because you do not […]


MGIRA: Maximum Income for Owner or the Heirs!

May 02, 2012

Annuities, Baby Boomers & Money, Income Tax, IRA, Multi-Generational IRA, Risk vs. Returns, ROTH IRA, Seniors & Money, Uncategorized

(Special to the 5/2/2012 AZ Republic by Dr. Harold Wong) This is the fifth of a series of articles about advanced IRA strategies, including the Roth and Multi-Generational IRA (MGIRA). The previous article, “MGIRA may be better benefit than Revocable Living Trust”, generated many reader questions. Example: I am setting up a MGIRA for a […]