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Articles

Ahwatukee Foothills News - 06/02/2021

Real Estate Investment Trusts have Pitfalls

Ever since the 2008 Financial Panic and stock market collapse, normal investment alternatives for retirement income are terrible.

Ahwatukee Foothills News - 05/12//2021

Knowing Social Security Rules is Important Start

Many decades ago, future retirement income was based on “The 3-Legged Stool”: Social Security, pensions, and whatever you saved.

Ahwatukee Foothills News - 04/07//2021

How to use Investment Credits to Reduce Tax Obligation

This year we get to file our 2020 tax return on May 17, 2021 instead of the normal April 15, 2021. But what you really need are powerful tax-reduction strategies.

Ahwatukee Foothills News - 03/03//2021

How to Create a Rich Retirement & Legacy

Last week, I attended a 3-day virtual Cash Flow Expo. Most of the experts specialized in the unique niche of investing in mortgage notes. Their return on investment (ROI) would average 9%...

Ahwatukee Foothills News - 02/03//2021

Two Case Studies on Maximizing Retirement

As I write this article, typical retirement investment options are: 0.88% coupon interest on a 10-year and 1.63% on a 30-year U.S. Treasury Bond; 1% or less on bank CDs; and 2.02% average dividend yield and 4.57% compound growth rate before fees...

Ahwatukee Foothills News - 01/06/2021

Financial Lessons Learned From 2020 and the Pandemic

We’ve just lived through an amazingly turbulent 2020, where the coronavirus pandemic has upended the lives of tens of millions of Americans.

Ahwatukee Foothills News - 12/02/2020

Steps To Take Now Before Biden Tax Plan Hits

As I write this article, it looks more likely that Joe Biden will become the next U.S. President.

Ahwatukee Foothills News - 11/04/2020

Roth IRA Makes a Big Difference in Retirement

In previous articles, I’ve listed the main benefit of a Roth IRA Conversion. You will have no tax on unlimited earnings for your and spouse’s life; and for the first 10 years that your heirs inherit your Roth IRA

Ahwatukee Foothills News - 10/07/2020

Why Americans Don’t Save Lots of Income Tax

According to the Tax Foundation, America will spend more on taxes (including federal, state, and local) than it will on food, clothing, and housing combined.

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