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It’s Time to Tackle the Year-End Financial Checklist

Bob Williams - 0
Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and… reviewing your financial house. Oh,...
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Gifting Just Got More Generous for 2023

Bob Williams - 0
If you’ve been gifting money each year to people you love, or using gifting as a planning tool, it’s about to get even better....
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What to Do if Your Medicare Part D Drug Plan Doesn’t Cover a Drug

Bob Williams - 0
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Medicare Part B Premiums Will Go Down in 2023

MyPersonalCFO - 0
In a world where the price of everything is going up, Medicare recipients get a price cut beginning January 1, 2023. The Centers for...
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It Now Costs More Than $300,000 to Raise a Child

Bob Williams - 0
Like everything else in the United States, soaring inflation is pushing the cost of raising a child from birth through age 17 to astronomical...
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10 States with the Lowest Cost of Living for Retirees

Bob Williams - 0
You’re thinking about retirement. In fact, you’ve been thinking about it and planning for it a long time. One of the questions you have...
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Ask Bob: Social Security and Retirement

MyPersonalCFO - 0
If you claim Social Security benefits early, don't expect to get a raise when you reach full retirement age. Alhambra's Bob Williams dispels the...
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13 States That Could Tax Forgiven College Loans

Bob Williams - 0
President Joe Biden’s decision to forgive up to $10,000 on millions of student loans has been praised by some and criticized by others—not a...
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Will the IRS Stop Taxing Social Security Benefits?

Bob Williams - 0
For approximately half of retirees, their Social Security check is just like the paycheck they received when working—they don’t get to keep all of...
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Medicare Part D Drug Plans Get a Facelift

Bob Williams - 0
There’s been much debate about the Inflation Reduction Act President Biden signed into law on August 16, 2022. No matter what your political persuasion...
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