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Ask Bob: Two Confusing IRA Designations

Bob Williams - January 31, 2022 0

“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during almost 30 years in...

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Ask Bob: What is My Social Security Break-Even Age?

Bob Williams - January 24, 2022 0

There’s an old axiom that says nothing in life is certain except death and taxes. True enough. But there’s one other thing that’s certain;...

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Filing That Last Federal Tax Return for a Deceased Love One

MyPersonalCFO - January 24, 2022 0

A loved one has died and you’re in charge of settling the estate. There’s a long checklist of things that need to be done,...

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Does Your Power of Attorney Document Have All the Right Stuff?

Bob Williams - January 18, 2022 0

How many times have you seen articles reminding you how important it is to have a power of attorney (POA) document in place, just...

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Ask Bob: Automatic Medicare Enrollment

MyPersonalCFO - January 18, 2022 0

Alhambra's Bob Williams tells you whether you are automatically enrolled in Medicare when you reach age 65.

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What the Tax Man Requires After a Loved One Dies

Bob Williams - January 10, 2022 0

Someone trusts you so much that they name you to settle their estate after they die. You’re honored they have that much confidence in...

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Ask Bob: Social Security Breakeven Age

MyPersonalCFO - January 10, 2022 0

Alhambra's Bob Williams describes Social Security Breakeven Age and how it can help determine when to begin receiving your Social Security benefit.

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10 Types of Insurance You May Not Need

Bob Williams - January 4, 2022 0

You don’t have to watch television very long to realize just how many types of insurance there are. In the right situation insurance is...

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Welcome to the Inheritor’s Trust

Bob Williams - January 3, 2022 0

Estate planning, like most other things, uses a vast array of tools to accomplish its goal. One of the tools is a trust. But...

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Ask Bob: Social Security and Working Past 70

MyPersonalCFO - January 3, 2022 0

Alhambra's Bob Williams describes how working past age 70, after delayed credits have stopped, can still increase your Social Security benefit.

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Ask Bob: Two Confusing IRA Designations

Ask Bob: What is My Social Security Break-Even Age?

Filing That Last Federal Tax Return for a Deceased Love One

Does Your Power of Attorney Document Have All the Right Stuff?

Ask Bob: Automatic Medicare Enrollment

What the Tax Man Requires After a Loved One Dies

Ask Bob: Social Security Breakeven Age

10 Types of Insurance You May Not Need

Welcome to the Inheritor’s Trust

Ask Bob: Social Security and Working Past 70