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Articles

 

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 - 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.

Arizona Republic - 01/09/2016

What Should Women Do Financially in 2016?

The year 2015 ended in America with a fizzle and not a boom. The stock market was about even compared to the end of 2014; economic growth was tepid; the unemployment rate dropped but wage increases were small.

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 - 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.

Arizona Republic - 09/02/2015

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 2014 was $1,294 per month.

Arizona Republic - 01/08/2016

Common-Sense Ways to Maximizing Social Security & Other Retirement Income

For decades, many have underestimated the crucial importance of maximizing your Social Security and other retirement income. In 2014, the average Social Security (SS) retirement benefit was $1,294 per month.

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.

Arizona Republic - 07/08/2015

How Baby Boomers Can Financially Have a Happy Retirement!

About 80 million Baby Boomers were born after World War 2, from 1946-64, and now 10,000 Boomers turn 65 every day. Many Boomers plan to work past 65 because they don’t believe their money will last in retirement. They face 3 major risks to a Happy Retirement.

Arizona Republic - 10/07/2015

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.

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