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.

Getting The Estate in Order

By |2021-04-19T11:23:46-04:00April 19th, 2021|Estate Planning, Financial Planning|

Covid-19 has changed life forever in more ways than we can count. It has also changed end-of-life estate planning and estate modification. It can be very difficult having that conversation with a spouse who’s dying. Estate planning conversations are often put off because they are a reminder of the inevitable for every mortal on the planet. But when one spouse [...]

New IRS Rule Helps Protect Your Tax Refund from Scammers

By |2021-04-12T09:03:23-04:00April 12th, 2021|Financial Planning|

Identity theft is one of the major plagues of modern society costing its victims billions of dollars and untold man-hours to recover from it. In 2020, 1.4 million Americans were successfully attacked, which translates into a victim every 3 seconds.  That’s more than double the number from the year before. Sophisticated scammers are breaching the walls of major corporations and [...]

10 Social Security Mistakes That Can Devastate Retirement Income

By |2021-03-23T11:47:15-04:00March 23rd, 2021|Financial Planning, Retirement|

Social Security, even with all its problems, is unquestionably an important component of retirement income for millions of American retirees. For about half of seniors, Social Security is 50% of their income, and 1 in 4 seniors say it makes up at least 90% of their income. There are more parts to Social Security than most people realize. Only in [...]

6 Tax Breaks Retirees Often Don’t Think About

By |2021-03-15T12:27:04-04:00March 15th, 2021|Financial Planning, Retirement|

Let’s update some two-thousand-year-old tax advice—Give to Caesar what belongs to Caesar, but don’t give him more than that. Today, tax deductions and credits help determine how much Caesar gets. As an old guy told me a long time ago, “If it’s in the IRS code, it’s there to be used.” Unfortunately, there are tax breaks available to retirees that [...]

4 Social Security Planning Steps BEFORE You’re Ready to Retire

By |2021-03-09T15:14:02-05:00March 9th, 2021|Financial Planning, Retirement|

Social Security is an important part of almost every retirement plan, whether you’ve saved enough or not. That’s why it’s important to know as much about your Social Security situation as possible. And you don’t want to wait until you’re about to retire to gather the facts and take appropriate steps. Social Security planning needs to start 5 years before [...]

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