Bob Williams

Financial Planning Bob Williams - September 11, 2024

Your plans for retirement are right on track. In fact, you’ve done so well that you could actually retire...

Retirement Bob Williams - August 30, 2024

You started taking your Social Security benefit. It seemed like the right thing to do at the time, but...

Estate Planning Bob Williams - August 30, 2024

Your loved one has departed this mortal world for the ethereal place that lies beyond. But online, they live...

Financial Planning Bob Williams - August 30, 2024

The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions;...

Financial Planning Bob Williams - August 23, 2024

In my lifetime, I’ve seen a major shift in how we watch television. In the beginning there were only...

Financial Planning Bob Williams - August 23, 2024

Traditional (Traditional IRAs, SEP, SIMPLE, SARSEP) RMDs begin at age 73 In 2033 the RMD age goes to 75 An IRA owner...

Financial Planning Bob Williams - August 23, 2024

Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be...

Financial Planning Bob Williams - June 25, 2024

It’s time for another Medicare enrollment period. I know! From October into December, we were bombarded with what seems...

Charitable Bob Williams - June 25, 2024

Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be...

Goals Bob Williams - June 14, 2024

An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's...

Financial Planning Bob Williams - June 12, 2024

Every tax season, the same question arises from Americans receiving Social Security. “Do I have to pay taxes on...

Financial Planning Bob Williams - January 18, 2024

70% of adults age 65 and older will need some kind of long-term care. Paying for it can be...