About Bob Williams

Give us a call today at 1-888-777-0970 or via email at 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 Ways to Take Money from Your IRA Without Paying a Penalty

By |2020-10-26T11:49:03-04:00October 26th, 2020|Financial Planning, Retirement|

The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing. Eventually, though, you have to pay the IRS piper when you choose to withdraw funds for retirement or when you’re forced to withdraw the Required Minimum Distribution at age 72. Let’s be clear. You can take money from your IRA anytime [...]

Choosing the Right Trustee

By |2020-10-19T11:25:44-04:00October 19th, 2020|Estate Planning, Financial Planning|

You’ve done all the planning. Your trust is set up. You’re comfortable that your estate will be distributed exactly as you want. There’s just one more decision to make—an important one. Who should be the trustee? James J. Ferraro, JD is vice president and legal counsel at Argent Trust Company. He says there is much to consider when choosing a [...]

5 Estate Planning Myths That Can Derail Your Estate Plan

By |2020-10-12T08:07:00-04:00October 12th, 2020|Estate Planning, Financial Planning|

You spend a lifetime earning, saving, acquiring. But the old adage is true—you can’t take it with you. So, what do you do with your assets when you’re gone? How do you want them distributed? That’s where a good estate plan comes in. However, some estate plans are based on ideas that just aren’t true. Plans are made based on [...]

Pre-Election Estate Planning Moves for High Net Worth Families

By |2020-09-28T08:41:51-04:00September 28th, 2020|Estate Planning, Financial Planning|

What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect your wealth, no matter who’s elected. Each candidate has broadly divergent views about income taxes, capital gains taxes, estate taxes; how much you keep, and how much the government will come after. With that in mind, [...]

A Major Estate Planning No-No

By |2020-09-25T08:52:23-04:00September 25th, 2020|Estate Planning, Financial Planning|

Oh, my! I cringe every time I hear that someone has added their kids’ names to the deed of their house as an estate planning technique. It’s done for the right reasons, but it often backfires. Sometimes, elderly people will add kids to the deed, thinking they’re removing the house from their assets in order to become Medicaid-eligible. Unfortunately, there [...]

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