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Articles

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 - 04/01/2020

Coronavirus Has a Valuable Retirement Lesson

On Wednesday March 18, 2020 the Dow-Jones stock market index had a steep drop briefly pushed the 30-stock index below the level where it closed on Jan. 19, 2017, the day before President Trump took office.

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 - 03/11/2020

There Are Some Steps to Protecting Your Retirement

I’m submitting this article on morning, March 6, 2020 and the last 2 weeks have seen the U.S. stock market gyrate up and down with extreme volatility due to fear about the impact of the Coronavirus.

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Trillions are held in traditional IRAs and 401(k)s. However, this creates a ticking tax time bomb because any money withdrawn is taxed as ordinary income...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

Ahwatukee Foothills News - 02/12/2020

Solar Tax Credit is a Very Powerful, Useful Tool

AZ is the #3 biggest state in terms of cumulative amount of solar electric capacity installed through Q3 2019. CA is #1; NC is #2; Texas is #4; and Florida is #5.

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