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Ask Bob – Social Security Earnings Test

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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The Insatiable Appetite to Tax Social Security Benefits

Bob Williams - 0
First, it was 10%, then 20%, and today more than 50% of U.S. retirees pay taxes on their Social Security benefits, and the number...
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Qualified Charitable Distributions (VIDEO)

Bob Williams - 0
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Cutting Healthcare Costs in Retirement

Bob Williams - 0
Planning for retirement. There’s a lot of work that goes into it. You want to make sure you’ve saved enough, got things paid off...
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5 States Lowering Taxes in 2021

Bob Williams - 0
To modify an old journalism adage, “When a state raises taxes, that’s expected. But when a state lowers taxes, that’s news!” And, believe it...
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Should You Refinance Your Mortgage Before Retirement?

Bob Williams - 0
Every homeowner wants the lowest possible interest rate on their mortgage. And with interest rates at historic lows the thought of paying less interest...
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Ask Bob About Social Security and Taxes

Bob Williams - 0
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The Role of the Living Will

Bob Williams - 0
Go to an attorney for a Will and you’ll get not one document, but several—the Will, a Durable Power of Attorney, a Health Care...
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What To Do After Your Spouse Dies: A Checklist

Bob Williams - 0
The wife of a friend of mine passed away recently. He’s going through the grief and loneliness you’d expect after being married 53 years....
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