How would you like to waste a lot of the money you spend on Medicare coverage and miss a bunch of the benefits Medicare...
Alhambra's Bob Williams explains Social Security Cost of Living Adjustments and their effect on the Survivor Benefit.
For Americans born in the 1970’s and beyond, these are unprecedented times. For most Americans, these are uncertain times. For retirees, whose income is...
Health Savings Accounts (HSA) for retired folks. Isn’t that a novel idea? But it’s being considered in Congress—The Health Savings for Seniors Act, H.R....
Happy Birthday! You’re turning 65. There’s cake and ice cream, presents, and your application for Medicare. Yep, this is when you sign up for...
It’s been pounded into us that having a successful retirement requires advance planning—financial planning, Social Security planning, retirement income planning, and estate planning. And...
In 2022, Social Security recipients got a 5.9% cost-of-living adjustment (COLA). That was the largest increase in 40 years. The COLA coming in 2023...
1975 was a big year in financial annals when Americans were given a brand new way to save for retirement in something called an...
“Tower, this is Bill. I’m on the final approach to retirement and need landing instructions. Do you copy?”
“Roger, Bill. Sending course corrections now. Then...