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Charitable Giving Strategies

Bob Williams - 0
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
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Retirement Account Contribution Limits for 2025

Bob Williams - 0
Still looking for ways to keep the IRS’s hand out of your pocket at tax time? If so, you still have time to make...
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Year-End Financial Checklist

Bob Williams - 0
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
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2024 Year End Financial Moves to Make Right Now

Bob Williams - 0
It seems like we just rang in the new year and here we are at the end of 2024. So, with the time left...
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Ask Bob: My Ex Gets How Much? (VIDEO)

Bob Williams - 0
An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's claimed. Alhambra's Bob Williams explains.
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Important Ages on the Retirement Planning Timeline

Bob Williams - 0
Retirement planning is one of those things you have to get right. It can make all the difference between the retirement you’ve dreamed of...
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20 IRA Mistakes

Bob Williams - 0
Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...
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529 Education Savings Accounts

Bob Williams - 0
529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...
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Has Inflation Killed the Easter Bunny?

Bob Williams - 0
The Easter Bunny may have a lighter load this year. With the price of eggs so high, people will save them for breakfast instead...
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heap of american money cash and vintage light box
Goals

Use a 529 Account to Pay Student Loans

Bob Williams - 0
Student loan debt has become one of the largest classes of consumer debt in the country. In fact, it affects as many as 43 million...
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