Retirement is a magical word. It means different things to different people. Whether it’s traveling the world and never having to work again, beginning a new career or business, or volunteering, you need enough income to pursue your definition of retirement.
How much money do you need? The number is...
For the first time in U.S. history, more than 20% of retirement age workers are choosing to stay in the workforce. That’s more than double the number who made that decision in 1985, according to a new report from United Income.
The reason is simple—they don’t have enough money. For...
Alhambra's Bob Williams explains Social Security Cost of Living Adjustments and their effect on the Survivor Benefit.
You’re thinking about retirement. In fact, you’ve been thinking about it and planning for it a long time. One of the questions you have to answer is how much will it cost, not just to live, but to live the retirement lifestyle you’ve dreamed about.
If you’re looking for the...
Finances, just like your body, can be sick or healthy. Both are important to your life and you need to pay attention to both. So, how do you take the temperature of your finances? Here are 11 steps to complete your own financial checkup from our friends at The...
There have been a lot of significant additions to American society during the life of the Baby Boom Generation—TV remotes, cell phones, the internet, DNA fingerprinting, Viagra and… Gray Divorce. The overall national divorce rate has been going down for the past 20 years, but divorces among people 50...
We’ve been focused on Covid for so long that a lot of things have taken a back seat. We’re still regrouping, trying to find the new normal. Estate planning is one of the things that’s easy to forget in this new normal. Why not? You did the estate planning,...
In the blink of an eye, the planet called earth forever changed because of something we’d never heard of, and a new word has been permanently added to the world lexicon—Coronavirus. Even with all the changes we know about now, caused by COVID-19, the list of changes is getting...
The use of special needs
trusts has become common for the care of qualifying children with challenges.
However, the process of properly setting up a special needs trust requires
expert advice and well thought out planning so the beneficiary of the trust is
taken care of in the manner the trust grantor intended.
Here...
