Your plans for retirement are right on track. In fact, you’ve done so well that you could actually retire early. The only problem is,...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during more than 30 years...
70% of adults age 65 and older will need some kind of long-term care. Paying for it can be a problem. Alhambra's Bob Williams...
The definition of retirement is changing. Baby Boomers are figuring out that retiring doesn’t mean sitting down and doing nothing. Now and going forward,...
The end of the year is a financial opportunity—an opportunity to take advantage of remaining tax breaks and keep Uncle Sam’s hand from going...
It’s time for another Medicare enrollment period. I know! From October into December, we were bombarded with what seems like a never-ending stream of...
By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments
Introduction: Over the past several decades...
You’ve been working on
your retirement plan for years, making adjustments here and there so retirement
will be everything you’ve dreamed of. But have you planned...
The 5 Year Rule on Roth IRAs: What You Need to Know
Roth IRAs are a popular way to save for retirement because of their...
You started taking your Social Security benefit. It seemed like the right thing to do at the time, but now you’re not sure. It...