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Ask Bob: Gifting

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Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through the basics.
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Ask Bob: Social Security and Retirement

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If you claim Social Security benefits early, don't expect to get a raise when you reach full retirement age. Alhambra's Bob Williams dispels the...
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Ask Bob: Complex Assets

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Alhambra's Bob Williams describes a type of investment not often thought of as a possible charitable donation, but one that lets you and the...
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Alhambra’s Tactical Update – October

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Ask Bob: Social Security

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Alhambra's Bob Williams highlights pitfalls to watch out for when signing up for Social Security.
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Taxes – Putting the Kids on the Deed

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Funding Charity with Life Insurance

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Monthly Macro Monitor – September (VIDEO)

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Ask Bob: Dangerous Estate Planning Myths

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Alhambra’s Bob Williams dispels 4 common myths that can have a negative impact on estate planning.
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Ask Bob: Long-Term Care

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Alhambra's Bob Williams discusses Medicare's part in Long Term Care, and what to ask if you're considering long-term care insurance.
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