Video

Goals Bob Williams - June 14, 2024

An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's claimed. Alhambra's Bob Williams explains.

Charitable MyPersonalCFO - January 3, 2023

Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.

Estate Planning Bob Williams - December 13, 2022

You need more than a Will or Trust to round out your estate plan. Alhambra's Bob Williams lists other...

Retirement MyPersonalCFO - October 18, 2022

Alhambra's Bob Williams highlights pitfalls to watch out for when signing up for Social Security.

Retirement MyPersonalCFO - September 20, 2022

If you claim Social Security benefits early, don't expect to get a raise when you reach full retirement age....

Retirement MyPersonalCFO - August 17, 2022

Alhambra's Bob Williams answers the question of whether Social Security Spousal Benefits are affected if you receive a state...

Estate Planning MyPersonalCFO - August 2, 2022

Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.

Retirement MyPersonalCFO - July 25, 2022

Alhambra's Bob Williams explains how a Health Savings Account can be a retirement planning tool as well as a...