Marcelo Perez

Charitable Marcelo Perez - January 3, 2023

Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through...

Retirement Marcelo Perez - November 21, 2022

Well, add one more item to the long list of inflation victims. Joining food and gas and about everything...

Taxes Marcelo Perez - October 25, 2022

The IRS wants its tax money and it wants it now. Even if you pay all the taxes you...

Retirement Marcelo Perez - October 18, 2022

Alhambra's Bob Williams highlights pitfalls to watch out for when signing up for Social Security.

Retirement Marcelo Perez - September 28, 2022

In a world where the price of everything is going up, Medicare recipients get a price cut beginning January...

Retirement Marcelo Perez - September 20, 2022

If you claim Social Security benefits early, don't expect to get a raise when you reach full retirement age....

Estate Planning Marcelo Perez - September 7, 2022

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

Retirement Marcelo Perez - August 17, 2022

Alhambra's Bob Williams answers the question of whether Social Security Spousal Benefits are affected if you receive a state...

Goals Marcelo Perez - August 11, 2022

The clock is ticking and it gets louder the closer you get to the magic age of 65. That’s...

Estate Planning Marcelo Perez - August 2, 2022

Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.

Retirement Marcelo Perez - July 25, 2022

Alhambra's Bob Williams explains how a Health Savings Account can be a retirement planning tool as well as a...

Retirement Marcelo Perez - July 20, 2022

Alhambra's Bob Williams answers the question, "Do I lose half my Social Security in the Divorce?"