Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and… reviewing your financial house. Oh,...
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....
Over the years, I’ve told you about lots of celebrities who died without an estate plan and how much their heirs lost because of...
Woe to the person who inherits a Health Savings Account. Alhambra's Bob Williams describes the pitfalls and what to watch out for.
For those of us who’ve lived a while, we remember the “little black book”—the place you kept important contact information before the technology revolution....
Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.
Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the...
Let me ask you a question. When your time on earth is over, who do you want to benefit from your estate? Who do...
The Health Savings Account has been a wonderful addition to the financial landscape of people who are eligible for one. They’re often thought of...
