bob.williams

About Bob Williams

Give us a call today at 1-888-777-0970 or via email at info@alhambrapartners.com and we’d be happy to arrange for one of our investment professionals to discuss your situation with you – completely complimentary. Let’s start the conversation today. Bob is the Director of Media at Alhambra Investments, an SEC-registered Investment Advisory firm doing business since 2006. Alhambra Investments specializes in all-weather, highly diversified, multiple asset class portfolios.

5 Tax Strategies to Help you Hold on to Your Money in Retirement

By |2020-08-03T10:47:36-04:00August 3rd, 2020|Financial Planning, Retirement|

What is retirement, really? We think we know. So, we do our best to prepare for both current circumstances and as many surprises as we can conjure up.  After all, with people living longer than ever before your money has to last longer than ever before. Certified Financial Planner Troy Sharpe, the founder and CEO of Oak Harvest Financial Group, [...]

How to Make Roth IRAs Work for You

By |2020-07-27T08:55:58-04:00July 27th, 2020|Financial Planning, Retirement|

As a long-forgotten TV detective used to say, “Just the facts Ma’am, just the facts.” In any discussion about Roth IRAs, there can be lots of what for’s and how come’s and what if’s. But here, we’re going to look at basic Roth IRA facts to see if a Roth makes sense for you. The Roth IRA has been around [...]

The Newest Form of Financial Planning – Parent Planning

By |2020-07-13T08:56:56-04:00July 13th, 2020|Financial Planning|

The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all this focus on planning, there’s almost no discussion about—Parent Planning. Caring for elderly parents is a growing issue in the United States. A survey conducted by PNC Bank found that 16% of families are currently caring [...]

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