Bob Williams

A Solution to Filing Estimated Taxes in Retirement

When you were working, paying all your taxes was not that big a deal (even though it was painful)....

Who Gets to Deduct the Kids?

Divorce. It’s ugly business. Not just in the emotional toll it takes on the couple calling it quits, but...

How Much do Seniors Really Spend on Healthcare?

What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a...

New 401(k) Flexibility Rules

To retire, or not to retire. That’s the question yet to be answered by a new IRS ruling that...

Don’t Forget the Spousal IRA

For much of American history, most households were single income families—dad went to work and mom stayed home keeping...

Applying for Social Security in 2025

You’ve thought about it. You’ve talked about it. You’ve planned for it. Well, if you’re at least 62 years...
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Charitable Giving Strategies

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Better Catch-up Contributions If You Are 60+

If you’re closing in on retirement and wish you could save a little more toward your retirement goal, you’re...

2025 Retirement Plan Changes

As you’re planning the best way to maximize your retirement savings next year, it’s important to know what changes...

Retirement Account Contribution Limits for 2025

Still looking for ways to keep the IRS’s hand out of your pocket at tax time? If so, you...

Year-End Financial Checklist

The end of the year is a great time to think about what’s coming up and reviewing your financial...

Government Drug Negotiations Hurt Medicare Recipients

Since 2022, the news has been full of stories about the wonderful things the federal government is doing to...