Financial Planning

Financial Planning Bob Williams - February 19, 2025

When you were working, paying all your taxes was not that big a deal (even though it was painful). You set your withholding, the...

Financial Planning MyPersonalCFO - February 13, 2025

Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare enrollment period. “Hurry. There’s not...

Financial Planning Bob Williams - February 11, 2025

Divorce. It’s ugly business. Not just in the emotional toll it takes on the couple calling it quits, but...

Financial Planning Bob Williams - February 4, 2025

What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a...

Financial Planning Bob Williams - January 28, 2025

To retire, or not to retire. That’s the question yet to be answered by a new IRS ruling that...

Financial Planning Bob Williams - January 22, 2025

For much of American history, most households were single income families—dad went to work and mom stayed home keeping...

Retirement Bob Williams - January 8, 2025

You’ve thought about it. You’ve talked about it. You’ve planned for it. Well, if you’re at least 62 years...

Charitable Bob Williams - December 2, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...