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Ask Bob – Social Security Spousal Benefits & Marital Separation

Bob Williams - 0
Alhambra's Bob Williams answers the question, "Can you receive a Social Security Spousal benefit if you are separated but not divorced?".
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This Year’s Biggest Worries About Retirement

Bob Williams - 0
You plan for it, you dream about it, you look forward to it. But are you ready for it? Will you have the kind...
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2022 401(k) and IRA Contribution Limits

Bob Williams - 0
The maximum contribution limits to tax-deferred savings accounts have been set for 2022. You can put more into employer-sponsored plans, but not individual accounts. IRA...
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11 Steps to Complete Your Own Financial Checkup

MyPersonalCFO - 0
Finances, just like your body, can be sick or healthy. Both are important to your life and you need to pay attention to both....
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Will Or Trust?

MyPersonalCFO - 0
Alhambra's Bob Williams looks at whether you should use a Will or Trust for your estate planning document.
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The Social Security Well is Running Dry

Bob Williams - 0
Hear that sucking sound. It’s the rush of dollars coming out of the Social Security trust fund; you know, the fund set up to...
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Why Your Wealth May Not Get to Your Heirs

Bob Williams - 0
It was called the Great Wealth Transfer, the World War II generation passing its wealth to their kids, the Baby Boomers. Well, it’s about...
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Will Medicare Pay for My Ambulance Ride?

Bob Williams - 0
It’s not uncommon to see the flashing lights and hear the blaring siren of an ambulance rushing to someone’s aid or transporting them to...
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Does Your Estate Plan Cover Your Bank Accounts?

MyPersonalCFO - 0
You just got the final draft of your estate plan. You’ve been thinking about this for a long time—how you want your estate distributed,...
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Medical Expenses Retirees Can Deduct

Bob Williams - 0
Like most people, I don’t want to pay more taxes than necessary. That common-sense approach to money began when I got my first job...
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