Alhambra's Bob Williams has a list of considerations to help you determine your perfect retirement age.
You’ve worked hard to get your estate plan in place. The appropriate documents have been created and signed. You’ve named the person who’ll carry out your final wishes. But have you completed the final piece of the estate planning puzzle? If this last piece is in place, it will...
Well, the IRS hasn’t hired those 87-thousand new agents approved by Congress last year. But even without them, the cost of underpaying your taxes just got more expensive. The interest rate charged for not paying your taxes on time has gone up.
As of January 1, 2023, the underpayment interest...
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 as a way to pay for qualified medical expenses with pre-tax money during your working years for things like deductibles, copays, and non-covered items—in other...
Medicare is a veritable alphabet soup of choices. There’s Part A, Part B, Part C, Part D, and when you get into Medicare Supplements, there are 10 options—A, B, C, D, F, G, K, L, M, and N. Make the wrong choices and you could be hit with lifetime...
The end of the year is always a good time to do a little financial maintenance, take advantage of last-minute tax deductions, and get your financial house in order for next year. Here’s a checklist of some items to consider.
Tax-Loss Harvesting
Do you have losses in your investment portfolio? It...