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Ask Bob – Refinancing Before Retirement

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Elder Financial Abuse

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Charitable Remainder Trusts (VIDEO)

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Must-Have Planning Documents (VIDEO)

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You need more than a Will or Trust to round out your estate plan. Alhambra's Bob Williams lists other Must Have planning documents.
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Gift Tax Trap

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Ask Bob About Social Security and Taxes

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What is the Perfect Retirement Age? (VIDEO)

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Alhambra's Bob Williams has a list of considerations to help you determine your perfect retirement age.
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Ask Bob: Getting Out of Debt

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Alhambra's Bob Williams describes one method for getting out of debt.
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Borrowing from your 401k

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Elder Scams

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