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Other Works Written by Dr. Wong

Protect Your Money

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 Dow-Jones Index closed at 18,298.88. People are confused as to how to protect their money.

Why Most Don’t Maximize their Social Security

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) benefits is 66. Only 5.2% of men waited until age 66 and only 1.2% waited until age 70 to take SS retirement benefits. Example: if SS benefits at age 66 were $2,000 per month, it would only be $1,500 at age 62 and $2,640 monthly at age 70. So why don’t people maximize their SS benefits?

The Retirement Rules of Money Have Changed

This article covers long-held retirement rules of money that people have heard for decades.

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

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 2012016-03-26 06:01:474 was $1,294 per month. Clearly, this is not enough to live on for a single woman. If the amount is doubled for a couple, it’s still not enough to have a comfortable lifestyle.

What Warren Buffett Might Like about the Rockefeller Trust

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 super wealthy titans of their eras. Given their unique perspectives on making money, what would Buffet like about the Rockefeller Trust.

What Warren Buffett Might Tell Women & their Families

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:

Protect Your Money: 2016 Investment Markets Analysis

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”. Now that we have passed February 15, 2016, many stock markets around the world have dropped 10-20% in value.

Common Sense about Roth and Multi-Generational IRAs

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).

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

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 strategies.

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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