Taxes

Taxes

4 Potential Pitfalls of Working During Retirement

Bob Williams - July 15, 2021 0

Mom and Dad told us working was a good thing. It may not have seemed like it as kids when they were trying to...

Taxes

Getting Your Social Security Benefit Statement for Tax Purposes

MyPersonalCFO - April 21, 2025 0

Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how much money you made, and...

Taxes

A Retiree’s Financial Worry List

Bob Williams - July 28, 2021 0

59% of American adults are worriers. You probably know some of them. You might even be one. Worry doesn’t attack just young or old,...

architect composition data demonstration

Taxes

It’s Time to Tackle the Year-End Financial Checklist

Bob Williams - October 11, 2022 0

Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and… reviewing your financial house. Oh,...

Taxes

The Dangers of Inheriting a Health Savings Account (VIDEO)

MyPersonalCFO - September 7, 2022 0

Woe to the person who inherits a Health Savings Account. Alhambra's Bob Williams describes the pitfalls and what to watch out for.

Taxes

Important Ages on the Retirement Planning Timeline

Bob Williams - January 18, 2024 0

Retirement planning is one of those things you have to get right. It can make all the difference between the retirement you’ve dreamed of...

heap of american money cash and vintage light box

Taxes

The Estate Tax Exemption Amount Increases in 2022, BUT…

Bob Williams - December 6, 2021 0

When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass...

Taxes

Tax Loss Harvesting

Bob Williams - December 3, 2018 0

Taxes

Free Tax Help for Seniors

Bob Williams - March 15, 2023 0

Tax Time—it’s one of those phrases that strikes fear in the hearts of even the strongest among us. It can send one spouse scurrying...

Taxes

12 States That Keep Retirement Dollars in Your Pocket

Bob Williams - September 15, 2020 0

“Will I outlive my money?” That’s one of the biggest concerns for most retirees. There’s the high cost of medical care, which gets more...

How Long Should I Keep Tax Records

529 Education Savings Accounts

Medical Expenses Retirees Can Deduct

Betty White—A Financially Savvy Celebrity

Tax Deductions for the Caregiver

4 Potential Pitfalls of Working During Retirement

Getting Your Social Security Benefit Statement for Tax Purposes

A Retiree’s Financial Worry List

It’s Time to Tackle the Year-End Financial Checklist

The Dangers of Inheriting a Health Savings Account (VIDEO)

Important Ages on the Retirement Planning Timeline

The Estate Tax Exemption Amount Increases in 2022, BUT…

Tax Loss Harvesting

Free Tax Help for Seniors

12 States That Keep Retirement Dollars in Your Pocket