Publications

My articles should be available on the Web. Here are the titles and publications, and if you have any trouble locating them, please contact me.

"Retirement Planning for Workers Impacted by the Windfall Elimination Provision" Journal of Financial Planning (with Shari Lawrence, 2015).

This paper details how the Windfall Elimination Provision (WEP) will alter the Social Security retirement benefits for U.S. workers who have earnings that did not contribute to the Social Security system.

"Follow Up: Totalization Agreements and the Windfall Elimination Provision" Journal of Financial Planning, Practice Management Blog (2015).

"Saving for Sustainability: Why a 10% Personal Saving Rate is Too Low" Southwestern Economic Review (with John Lajaunie and Shari Lawrence, 2015).

"Teaching Across Courses: Using The Concept Of Related Markets From Economics To Explain Statistics' Causation And Correlation" Business Quest (2015).

"Savings Beyond Six Months" Research in Business and Economics Journal (with Kris Guidry, 2014).

"The Economic Impact of Taxes on S-Corporations" Business Valuation Review (with C. Donald Wiggins and S. Mark Hand, 2000).

This paper details an approach to taxing S-corporations for valuation purposes and it has been cited in business valuation textbooks and other resources.