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Here are some disturbing facts. Approximately 25% of American adults have nothing—ZERO—saved for retirement and only 36% are on track with retirement savings. Don’t...

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Ask Bob: Social Security And Divorce

MyPersonalCFO - July 20, 2022 0

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

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Inflation Strikes Twice for Some Retirees

Bob Williams - July 18, 2022 0

An old chewing gum slogan used to be, “Double Your Pleasure, Double Your Fun.” Many retirees are being hit with a one-two punch that...

heap of american money cash and vintage light box

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Ask Bob: Is Maxing Out Your 401k A Good Investment Decision?

Bob Williams - July 18, 2022 0

Since the beginning of 401(k) plans in 1978, people have considered it to be the quintessential retirement plan—you get to save money before taxes...

unrecognizable hacker with smartphone typing on laptop at desk

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Ask Bob: Complex Assets

MyPersonalCFO - July 12, 2022 0

Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the...

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The Other Shoe is Dropping on Homeowners

Bob Williams - July 12, 2022 0

What a crazy housing market! Skyrocketing prices, no haggling on the asking price, and bidding wars that create offers way above the asking price....

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4 Social Security Changes to Expect in 2023

Bob Williams - July 12, 2022 0

Looking into a crystal ball and prognosticating the future is always a risky endeavor, but when it comes to Social Security and the year...

Costly Traps on the Social Security Application

What You Can Do with a 529 Education Savings Accounts

Bank Accounts and Your Estate Plan

16 Medicare Mistakes

Can I Stop Social Security and Restart Later?

Another Historic Social Security Cost of Living Increase is on the Way

Don’t Make This Major Mistake When Signing Up for Medicare

Ask Bob: Health Savings Accounts

Setting Retirement Goals By Age

Ask Bob: Social Security And Divorce

Inflation Strikes Twice for Some Retirees

Ask Bob: Is Maxing Out Your 401k A Good Investment Decision?

Ask Bob: Complex Assets

The Other Shoe is Dropping on Homeowners

4 Social Security Changes to Expect in 2023