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Be Afraid Of Economic Bigness

Joseph Y. Calhoun, III - 1
Tim Wu, a Columbia University law professor, has an intriguing opinion article in the Sunday New York Times about the link between big business...
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New Retirement Account Rules – COVID-19

Bob Williams - 0
The Coronavirus is changing the landscape, as we know it, in almost every part of life. Unquestionably, it’s also shaking up the financial universe...
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Giving More to Charity and Reducing Your Taxes

MyPersonalCFO - 0
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
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Should you Agree to be a Power of Attorney?

MyPersonalCFO - 0
A Power of Attorney (POA) document is a common estate planning tool. Whether it’s classified as General, Durable, Non-Durable, Medical, Limited, or Conditional, every...
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It’s Time to Tell the Truth – Advisor or Broker

Bob Williams - 0
I’ve been telling you for a while that some people who bill themselves as financial advisors are really financial salespeople, which begs the question, “Are they really...
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hands with latex gloves holding a globe with a face mask
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Taking Medicare For A Test Drive

Bob Williams - 0
If your childhood was like most, when you made mistakes or something went wrong, you really wanted a do-over—another shot at making the right...
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unrecognizable hacker with smartphone typing on laptop at desk
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Medical Debt Collection and Your Credit Score

Bob Williams - 0
Well, here’s a shocker—the cost of healthcare is getting more expensive all the time—much more. And with the highest inflation rate in forty years...
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Common vs Solemn Probate

Bob Williams - 0
Probate is a term most people have heard. It’s the court process required to settle an estate when a Will was used as the...
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abundance bank banking banknotes
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Ask Bob About Social Security and Taxes

Bob Williams - 0
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Retirement Exit Strategy Checklist

Bob Williams - 0
Retirement. It’s a magic word and it’s supposed to be a magic time in your life. You’ve planned for it, worked for it, anticipated...
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