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Articles

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 - 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.

Ahwatukee Foothills News - 07-01-2020

2 Ways People Have Large Roth IRA Accounts

“Since 2009, I have typically given at least 40 talks per year and thousands have attended my financial seminars."

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 - 09/02/2020

Three Ways to Become a Millionaire

Many Americans say they want to be a millionaire, but it’s just a dream for most.

Ahwatukee Foothills News - 06/17/2020

Different Ways to Save on Income Taxes

The coronavirus pandemic shutdown of most of the U.S. was devastating. However, the economic is now slowly coming out of the previous mandatory lockdown ...

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 - 08/05/2020

Roth IRAs Make More Financial Sense For Your Retirement

Trillions are held in traditional IRAs and 401(k)s. However, this creates a ticking tax time bomb because any money withdrawn is taxed as ordinary income...

Ahwatukee Foothills News - 04/29/2020

Investment Opportunities Exist in Virus’ Wake

On March 7, 2020, all schools within the Elk Grove Unified School District in the Sacramento, CA area shut down after a case of the virus appeared in the city.

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