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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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Your Credit Score Can Predict When You’ll Die

Bob Williams - 0
For all the years I’ve been helping clients plan retirement, death has always been the 500-pound gorilla in the room—the variable you have to...
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Giving Your Retirement Funds to Your Kids’ Creditors

Bob Williams - 0
Let me ask you a question. When your time on earth is over, who do you want to benefit from your estate? Who do...
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67% of Working People Plan to Continue Working in Retirement

Bob Williams - 0
2020 has been a year fraught with stress, anxiety and change—some for the better, some for the worse. We’ve all been forced to rethink...
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Matching vs Inheritance

Bob Williams - 0
My parents were depression-era babies. And like many of their generation who experienced those years of economic desperation, when things improved, they planned and...
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Ask Bob: What is My Social Security Break-Even Age?

Bob Williams - 0
There’s an old axiom that says nothing in life is certain except death and taxes. True enough. But there’s one other thing that’s certain;...
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Embracing Social Security Online

Bob Williams - 0
Customer service is mostly dead. It’s probably housed in the Smithsonian along with the T-Rex and TV rabbit ears. As technology has progressed and...
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Filing That Last Federal Tax Return for a Deceased Love One

MyPersonalCFO - 0
A loved one has died and you’re in charge of settling the estate. There’s a long checklist of things that need to be done,...
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Terminal Diagnosis Affects Social Security Timing

Bob Williams - 0
Knowing the various Social Security benefits available to you and the best time to claim those benefits can be a challenge. It requires research on your...
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Do You Have Your End Of Life Documents?

Bob Williams - 0
No matter your belief structure, or whether you’re reluctant to admit your own mortality, it’s a fact that none of us will live forever....
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