As you’re planning the best way to maximize your retirement savings next year, it’s important to know what changes have been made to retirement...
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
Not long ago, I wrote about those ubiquitous Part C Medicare Advantage TV ads that show up faster than a telemarketer can dial the...
It’s no secret. Social Security is in trouble. It’s been talked about by the American public for years and ignored by politicians who keep...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
Alhambra's Bob Williams explains why an Intentionally Defective Trust is a win-win for your estate and your beneficiaries.
It’s a tiny little gift from the IRS, but it’s still a gift. Beginning January 1, 2022, Required Minimum Distributions on IRAs, qualified retirement...
Call me crazy, but if I’m dealing with an employee of a company, who has been trained by that company, then that person should...