480-706-0177

More Blog Entries Coming Soon

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.

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).

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.

Wednesday, 03 February 2016 07:02

Warren Buffet & Common Sense Financial Strategies

Last year, Warren Buffett was ranked the 3rd wealthiest person in the world. He is known as the “Oracle of Omaha” or the “Stock Market King”. A huge key to his massive success is that he looks at the world of money and investing very differently than most people. This article will illustrate Buffett’s wisdom, in contrast to the way most people invest.

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. “Among elderly SS beneficiaries, 52 percent of married couples and 74 percent of unmarried persons receive 50 percent or more of their income from SS.” Source: “How Social Security Strategies Affect Your Retirement”, by Dr. Harold Wong, published 5/23/2014 in The AZ Republic.

Page 6 of 7
 

Office Address

2141 E. Broadway Road
Suite 101
Tempe, AZ 85282

For more information

to contact Dr. Wong

Image

Connect With Us On

© Dr. Harold Wong
All Rights Reserved.

Site designed by
One Stone Web