Dr. Harold Wong's Book

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Other Works Written by Dr. Wong

Investment Opportunities Exist in Virus’ Wake

On March 7, 2020, all schools within the Elk Grove Unified School District in the Sacramento, CA area shut down after a case of the virus appeared in the city. On March 19, CA Governor Gavin Newsom issued a state-wide “stay at home” order, shutting down all non-essential businesses. CA was the first state to take this measure and it affects 40 million people.

Coronavirus Has a Valuable Retirement Lesson

On Wednesday March 18, 2020 the Dow-Jones stock market index had a steep drop briefly pushed the 30-stock index below the level where it closed on Jan. 19, 2017, the day before President Trump took office.

There Are Some Steps to Protecting Your Retirement

I’m submitting this article on morning, March 6, 2020 and the last 2 weeks have seen the U.S. stock market gyrate up and down with extreme volatility due to fear about the impact of the Coronavirus.

Dementia Care Can Drive People Broke

In an October, 2019 opinion piece in the Orlando Sentinel, four MDs and former U.S. Surgeon Generals (Richard Carmona, Joycelyn Elders, Antonia Novello, and David Satcher) called dementia the “top public health crisis” in an effort to call attention to the rapid rise of the disease. “Its scale is unprecedented, and its numbers, already tragic, are growing rapidly.”

Solar Tax Credit is a Very Powerful, Useful Tool

AZ is the #3 biggest state in terms of cumulative amount of solar electric capacity installed through Q3 2019. CA is #1; NC is #2; Texas is #4; and Florida is #5. The ranking is based on the equivalent number of homes supplied by solar energy. #1 CA has 26,232 Megawatts (MW) and 6,828,939 equivalent homes supplied by solar energy; #2 NC has 5,662 MW and 683,648 homes; #3 AZ has 3,913 MW and 578,323 homes; #4 Texas has 3,421 MW and 408,234 homes; and #5 Florida has 3,414 MW and 411,269 homes.

Plan for the Financial Catastrophe that is Divorce

A “gray divorce” is when adults ages 50 or over get divorced. According to data from the National Center for Health Statistics and the U.S. Census Bureau, the divorce rate for those 50 and up has doubled since the 1990s and tripled for those 65 and older since 1990.

Don’t Be Seduced By The Lure Of Wall Street Promises

Wall Street makes money either by commissions on the investments they sell or a percentage of the total assets they manage.

How Parenting Can Impact Retirement Income

“The Financial Journey of Modern Parenting: Joy, Complexity and Sacrifice” was conducted by Age Wave and funded by Merrill Lynch.

Powerful Tax Strategies Can Improve Retirement

On December 22, 2017, the Tax Cuts and Jobs Act (TCJA) became law. Virtually all of the provisions take effect starting in 2018. This is the most sweeping tax legislation since the Tax Reform Act of 1986.

Paul Leatham

"Dr. Wong gives a straight forward presentation to maximize investment earnings by placing money into tax savings investments outside of the stock market. I learned several investment strategies I had never heard before covering what may be in the best interest of the investor instead of the financial firms ..."

 

DDS Paul Leatham

Ambassador at the 2017 Western Regional Dental Conference

Danette Earnest Keller

"I would be interested and excited to invite my clients to hear about his tax strategies and feel that this would be an added value we would be able to offer our clients."

 

Danette Earnest Keller

Williams Real Estate Broker

Stephanie Gonzalez

"He is engaging, funny, articulate and left our audience members wanting more information and insight. He truly understood our audience and quickly gained supporters ..."

 

Stephanie Gonzalez

Program Chair, Realty Executives, Phoenix AZ

Les Taylor

"I am writing this testimonial letter to applaud the competency and expertise of Dr. Harold Wong. As the former Assistant Police Chief of Tempe, AZ, I appreciate someone who is honest as well as competent. I have known Dr. Wong for many years as we see each other most months at the meetings of the National Speakers Association, AZ Chapter."

 

Les Taylor

President/CEO of Achievement Solutions, LLC and Retired Assistant Police Chief of Tempe, AZ

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