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Articles

Ahwatukee Foothills News - 01/15/2020

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...”

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 - 12/11/2019

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.

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.

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.

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