Goals

Ask Bob: My Ex Gets How Much? (VIDEO)

Goals Bob Williams - June 14, 2024

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.

Important Ages on the Retirement Planning Timeline

Financial Planning Bob Williams - January 18, 2024

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...

20 IRA Mistakes

Financial Planning Bob Williams - November 27, 2023

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

529 Education Savings Accounts

Financial Planning Bob Williams - October 31, 2023

529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the...

Has Inflation Killed the Easter Bunny?

Financial Planning Bob Williams - March 30, 2023

The Easter Bunny may have a lighter load this year. With the price of eggs so high, people will...

Use a 529 Account to Pay Student Loans

Goals Bob Williams - January 3, 2023

Student loan debt has become one of the largest classes of consumer debt in the country. In fact, it affects...

Medical Debt Collection and Your Credit Score

Goals Bob Williams - November 28, 2022

Well, here’s a shocker—the cost of healthcare is getting more expensive all the time—much more. And with the highest...

Are Those Medicare Advantage TV Ads for Real?

Goals Bob Williams - November 22, 2022

Does this sound familiar? “Hi, I’m (Joe Namath, Jimmie Walker, George Foreman, William Shatner—pick your favorite celebrity.) Check your eligibility...