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You Don’t Have to be Rich or Famous to End Up Like Britney Spears

MyPersonalCFO - 0
It’s the stuff movies are made about—the ongoing plight of Britney Spears and how she lost control of her finances, her business affairs, and...
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Medicare Planning and How to Pick the Right Plan for You

Bob Williams - 0
Medicare is a veritable alphabet soup of choices. There’s Part A, Part B, Part C, Part D, and when you get into Medicare Supplements,...
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Fiduciary vs Suitability Standard

MyPersonalCFO - 0
Today we hear the word fiduciary tossed around as some concept that means the same thing by everyone who utters it. Nothing could be...
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Stealth Income Taxes

Bob Williams - 0
In 1983, the United States changed the rules of engagement when it unveiled the first Stealth Aircraft—the F-117 Nighthawk. The goal was to make...
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Ask Bob: Social Security Survivor Benefit

MyPersonalCFO - 0
Alhambra's Bob Williams answers a question about collecting a Social Security Survivor Benefit on an ex-spouse's work history if you've been remarried after the...
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Spousal Lifetime Access Trusts—a Treasure Chest for Married Couples

Bob Williams - 0
There’s an old axiom that says, “All good things must come to an end.” And unless Congress makes some changes, that’s what will happen...
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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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Protecting Grandma from the Money Snatchers

Bob Williams - 0
Most of the articles I write are about taking care of your financial house, especially planning for retirement. This one is different though. This...
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Ask Bob: Should a Trust be Your IRA Beneficiary?

MyPersonalCFO - 0
Alhambra's Bob Williams discusses whether a trust should be your IRA beneficiary rather than an individual.
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Use the Debt Snowball to Get Out of Debt

Bob Williams - 0
You load 16, tons, and what do you get? Another day older and deeper in debt. St. Peter don’t you call me, ‘cause I can’t go. I...
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