Estate planning. It’s such a noble phrase. It conjures up images of passing on to your loved ones a lifetime of hard work and...
My parents were depression-era babies. And like many of their generation who experienced those years of economic desperation, when things improved, they planned and...
No matter your belief structure, or whether you’re reluctant to admit your own mortality, it’s a fact that none of us will live forever....
Estate planning, like most other things, uses a vast array of tools to accomplish its goal. One of the tools is a trust. But...
Let me ask you a question. When your time on earth is over, who do you want to benefit from your estate? Who do...

Ask Bob: Gifting

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Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
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...
It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when you file your tax return...
Welcome to the show, where you, as part of the studio audience get to hear some of the most common reasons why people don’t...