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Ask Bob: Gifting

MyPersonalCFO - 0
Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
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9 Medicare Potholes That Can Cost You Big Time

Bob Williams - 0
So, you’re almost eligible for Medicare. For many who have struggled with health insurance since Congress passed Obamacare in 2010, going on Medicare is...
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Must-Have Planning Documents (VIDEO)

Bob Williams - 0
You need more than a Will or Trust to round out your estate plan. Alhambra's Bob Williams lists other Must Have planning documents.
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Americans are Woefully Ignorant About Social Security

Bob Williams - 0
Social Security is one of the most recognizable names around. And it should be. After all, it began in 1935. So, you’d think after...
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Medical Debt Collection and Your Credit Score

Bob Williams - 0
Well, here’s a shocker—the cost of healthcare is getting more expensive all the time—much more. And with the highest inflation rate in forty years...
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Feds to Crack Down on Medicare Advantage Ads

Bob Williams - 0
Not long ago, I wrote about those ubiquitous Part C Medicare Advantage TV ads that show up faster than a telemarketer can dial the...
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Are Those Medicare Advantage TV Ads for Real?

Bob Williams - 0
Does this sound familiar?   “Hi, I’m (Joe Namath, Jimmie Walker, George Foreman, William Shatner—pick your favorite celebrity.) Check your eligibility for a zero premium Medicare...
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Will Millennials Become a Drain on Society?

MyPersonalCFO - 0
Well, add one more item to the long list of inflation victims. Joining food and gas and about everything else in life is—retirement savings....
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The IRS Will Tax Less of an Estate in 2023

Bob Williams - 0
In 2012, the American Taxpayer Relief Act (ATRA) established, for the first time, a permanent estate tax and gift tax exemption. The exemption is...
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2023 Retirement Plan Contribution Limits

Bob Williams - 0
Worried about saving enough for retirement? You can put away more next year. The IRS has just announced the new retirement plan contribution limits...
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