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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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Featured

The Medicare Star Rating System—Help to Choose the Right Plan

Bob Williams - 0
Talk to anyone who’s about to go on Medicare and they’ll tell you that figuring out what plan to choose will make you pull...
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Ask Bob – What Do I Do If I Choose The Wrong Medicare Plan?

MyPersonalCFO - 0
Alhambra's Bob Williams answers the question, "What do I do if I choose the wrong Medicare Plan?".
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Featured

Estate Planning Review

Bob Williams - 0
We’ve been focused on Covid for so long that a lot of things have taken a back seat. We’re still regrouping, trying to find...
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What is the Perfect Retirement Age? (VIDEO)

MyPersonalCFO - 0
Alhambra's Bob Williams has a list of considerations to help you determine your perfect retirement age.
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The Sunny Side of Inflation – Maybe

Bob Williams - 0
It may not be public enemy number one, but inflation is certainly near the top of the list. Since the beginning of 2021, prices...
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Paying More Taxes Because Your Spouse Dies

MyPersonalCFO - 0
It’s one of the most obscure taxes in the IRS code, but it can be one of the most devastating at a time when...
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Featured

Ask Bob: Social Security Timing

MyPersonalCFO - 0
Alhambra's Bob Williams explains whether the timing of taking a Social Security benefit will affect the amount received by their spouse.
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Common vs Solemn Probate

MyPersonalCFO - 0
Alhambra's Bob Williams describes the difference between Common and Solemn Probate and the pros and cons of each.
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