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Articles

Ahwatukee Foothills News - 11/05/2019

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.

Ahwatukee Foothills News - 08/14/2019

Work Longer to Boost Your Retirement Income Safely

“On May 4, 2019, I gave a talk to the AZ Academy of General Dentistry Annual Convention on the topic “Dentists: Learn How to Retire 5-15+ Years Earlier!” Unfortunately, 1/4 to 1/3 of all dentists are forced to retire early...

Ahwatukee Foothills News - 05/15/2019

Unrealistic Baby Boomers Face A Retirement Crisis

There was recent media attention about a recent study “Boomer Expectations for Retirement 2019”, released April 2019 by the Insured Retirement Institute.

Ahwatukee Foothills News - 10/09/2019

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.

Ahwatukee Foothills News - 07/10/2019

Work Longer to Boost Your Retirement Income Safely

“From a mathematical perspective, there are only a few key variables to the retirement financial equation: Earn More; Save More; Work Longer; Earn a Higher Rate of Retirement Cash Flow; and Reduce Taxes

Ahwatukee Foothills News - 04/24/2019

How Social Security Strategies Affect Your Retirement

The Social Security Administration has published “Fast Facts & Figures About Social Security, 2018” that gives some interesting numbers.

Ahwatukee Foothills News - 09/04/2019

Powerful Tax Strategies Can Improve Retirement

“On December 22, 2017, the Tax Cutsand Jobs Act (TCJA) became law. Virtually all of the provisions take effect starting in 2018.

Ahwatukee Foothills News - 06/05/2019

Unrealistic Baby Boomers Face A Retirement Crisis: Part 2

This article focuses on the majority of Baby Boomers who have not saved close to what is needed for a happy and financially carefree retirement.

AZ Academy of General Dentistry - 02/2019

How Dentists Can Retire 5-15+ Years Earlier

“Dentists are retiring much later than previously, if at all.” This is a finding from the 2018 Dental Economics-Levin Group Annual Practice Survey.

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