Alhambra's Bob Williams explains whether the timing of taking a Social Security benefit will affect the amount received by their spouse.
The federal government has been sending Social Security checks to retirees for more than 88 years. You’d think that after almost a century of...
Death tax, inheritance tax, estate tax—call it what you will, they all mean that some government entity wants to put its hand in your...
The 5 Year Rule on Roth IRAs: What You Need to Know
Roth IRAs are a popular way to save for retirement because of their...
Maybe
it’s your dream—accumulate enough money to retire early and live happily ever
after. You never have to work again and can do whatever you want...
Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how much money you made, and...
The mention of estate planning usually evokes thoughts of a will or trust. But there are other documents that should always be part of...
Social Security is an important part of almost every retirement plan, whether you’ve saved enough or not. That’s why it’s important to know as...