Featured

There’s a common misconception that Medicare is a simple, automatic process when you turn 65. Nothing could be further from the truth. The responsibility...

faceless player with monopoly card at table

Featured

Getting Tax Credit for Saving

Bob Williams - December 6, 2021 0

Over the years, I’ve been given a couple of simple but profound pieces of financial advice. A man I looked up to told me...

Featured

The Estate Tax Exemption Amount Increases in 2022, BUT…

Bob Williams - December 6, 2021 0

When the Tax Cuts and Jobs Act of 2017 became law, estate tax exemptions got a substantial boost. The amount each individual could pass...

unrecognizable hacker with smartphone typing on laptop at desk

Featured

Working Longer Does Wonders for Your Brain

Bob Williams - December 1, 2021 0

When do you want to retire? For a lot of Americans, the answer is just as soon as possible. And it’s no wonder. Only...

Featured

What Happens If I Die First?

Bob Williams - December 1, 2021 0

It’s been said that with age comes wisdom, and age and wisdom cause us to ask questions we would never have thought of at...

Featured

Medicare Eats Up Most of the 2022 Social Security Raise

Bob Williams - November 30, 2021 0

There was dancing in the streets when Social Security announced that 2022 checks will go up by 5.9%, the biggest Cost of Living Adjustment...

Featured

Year-End Investment Checklist

Bob Williams - November 29, 2021 0

The end of the year is a financial opportunity—an opportunity to take advantage of remaining tax breaks and keep Uncle Sam’s hand from going...

Debt Settlement – The Good, the Bad and the Ugly

5 Healthcare Proxy Mistakes

Clearing Up the Confusion About Social Security

Beneficiary Audit

What To Do About The Widow’s Penalty

Ask Bob: Social Security and Working Past 70

Who’s Your Beneficiary? (VIDEO)

New Tax Brackets for 2022

SPECIAL REPORT: The Definitive Guide to Medicare

Getting Tax Credit for Saving

The Estate Tax Exemption Amount Increases in 2022, BUT…

Working Longer Does Wonders for Your Brain

What Happens If I Die First?

Medicare Eats Up Most of the 2022 Social Security Raise

Year-End Investment Checklist