Financial Planning

Medicare Open Enrollment 2024

Financial Planning Bob Williams - October 10, 2024

Yep, it’s that time of year again, Medicare Open Enrollment, so it’s time to do your homework and go shopping to make sure you’ve...

2025 Social Security Cost of Living Adjustment

Financial Planning Bob Williams - October 10, 2024

Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I just wait until October when...

Charitable Giving Strategies

Charitable Bob Williams - October 3, 2024

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

The Rule of 55

Financial Planning Bob Williams - September 11, 2024

Your plans for retirement are right on track. In fact, you’ve done so well that you could actually retire...

Can I Stop Social Security and Restart Later?

Retirement Bob Williams - August 30, 2024

You started taking your Social Security benefit. It seemed like the right thing to do at the time, but...

Hacked from Beyond the Grave

Estate Planning Bob Williams - August 30, 2024

Your loved one has departed this mortal world for the ethereal place that lies beyond. But online, they live...

Medicare and the Health Savings Account Penalty

Financial Planning Bob Williams - August 30, 2024

The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions;...

How Much are Really Paying for Subscriptions

Financial Planning Bob Williams - August 23, 2024

In my lifetime, I’ve seen a major shift in how we watch television. In the beginning there were only...