Bob Williams

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...

Financial Planning Bob Williams - January 18, 2024

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

Financial Planning Bob Williams - January 18, 2024

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

Charitable Bob Williams - November 30, 2023

Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases...

Charitable Bob Williams - November 27, 2023

At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The...

Financial Planning Bob Williams - November 27, 2023

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Financial Planning Bob Williams - November 27, 2023

The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing....

Financial Planning Bob Williams - November 27, 2023

There is a little-known rule connected to Roth IRAs that can benefit the surviving spouse of a deceased military...