Ask Bob: Social Security Breakeven Age
Alhambra's Bob Williams describes Social Security Breakeven Age and how it can help determine when to begin receiving your Social Security benefit.
Ask Bob: Social Security and Working Past 70
Alhambra's Bob Williams describes how working past age 70, after delayed credits have stopped, can still increase your Social Security benefit.
Who’s Your Beneficiary? (VIDEO)
Who's the beneficiary on your accounts? If you haven't updated them in a while, if something happens to you, your money may not go where you want.
Ask Bob – What Do I Do If I Choose The Wrong Medicare Plan?
Alhambra's Bob Williams answers the question, "What do I do if I choose the wrong Medicare Plan?".
What is the Perfect Retirement Age? (VIDEO)
Alhambra's Bob Williams has a list of considerations to help you determine your perfect retirement age.
Ask Bob: Social Security Timing
Alhambra's Bob Williams explains whether the timing of taking a Social Security benefit will affect the amount received by their spouse.
Common vs Solemn Probate
Alhambra's Bob Williams describes the difference between Common and Solemn Probate and the pros and cons of each.
Ask Bob: Social Security Survivor Benefit
Alhambra's Bob Williams answers a question about collecting a Social Security Survivor Benefit on an ex-spouse's work history if you've been remarried after the divorce.
Common vs Solemn Probate
Probate is a term most people have heard. It’s the court process required to settle an estate when a Will was used as the estate planning tool. What most people don’t know is that there are two types of probate—Common and Solemn. The executor chooses the one that is most appropriate. Common probate is used most often. It’s the easiest. [...]
Ask Bob: Should a Trust be Your IRA Beneficiary?
Alhambra's Bob Williams discusses whether a trust should be your IRA beneficiary rather than an individual.
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