Video

Video

Manage Your Credit Score

Bob Williams - February 21, 2020 0

Video

Ask Bob – What Do I Do If I Choose The Wrong Medicare Plan?

MyPersonalCFO - October 19, 2021 0

Alhambra's Bob Williams answers the question, "What do I do if I choose the wrong Medicare Plan?".

Video

Per Capita or Per Stirpes

MyPersonalCFO - July 13, 2021 0

unrecognizable hacker with smartphone typing on laptop at desk

Video

Complex Assets

Bob Williams - August 14, 2019 0

Video

Beware Medicare Enrollment Deadlines

Bob Williams - June 29, 2020 0

Video

Ask Bob: Social Security Timing

MyPersonalCFO - September 23, 2021 0

Alhambra's Bob Williams explains whether the timing of taking a Social Security benefit will affect the amount received by their spouse.

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Ask Bob: Six Mistakes That Will Blow Up Your Estate Plan

MyPersonalCFO - April 5, 2022 0

Alhambra's Bob Williams describes 6 mistakes that will blow up your estate plan.

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Common vs Solemn Probate

MyPersonalCFO - September 16, 2021 0

Alhambra's Bob Williams describes the difference between Common and Solemn Probate and the pros and cons of each.

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Longevity Planning

Bob Williams - August 17, 2020 0

architect composition data demonstration

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Estate Planning Asset Inventory (VIDEO)

MyPersonalCFO - May 4, 2021 0

How To Make RMD’s Work For You

Qualified Charitable Distributions

Legacy Property

Able 529 Savings Account

Monthly Macro Chart Review – April 2019 (VIDEO)

Manage Your Credit Score

Ask Bob – What Do I Do If I Choose The Wrong Medicare Plan?

Per Capita or Per Stirpes

Complex Assets

Beware Medicare Enrollment Deadlines

Ask Bob: Social Security Timing

Ask Bob: Six Mistakes That Will Blow Up Your Estate Plan

Common vs Solemn Probate

Longevity Planning

Estate Planning Asset Inventory (VIDEO)