Bob Williams

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So far Bob Williams has created 68 blog entries.

Become A Retirement MVP

By |2019-04-10T15:12:22-04:00April 10th, 2019|Financial Planning|

In 2019, professional baseball player Bryce Harper signed the largest free-agent deal in the history of North American sports up to that time—$330 million dollars to play for the Philadelphia Phillies for 13 years. He had similar offers from the Los Angeles Dodgers and the San Francisco Giants. But one of the major factors in [...]

Beware Medicare Enrollment Deadlines

By |2019-04-05T13:22:58-04:00April 5th, 2019|Financial Planning|

If you’re approaching that magic age of 65, some things are about to change and you’ve got thinking to do, especially when it comes to Medicare. There are four enrollment periods and if you miss deadlines there could be penalties that cost you money for the rest of your life. And wouldn’t you rather have [...]

Top Reasons To File A Tax Extension

By |2019-04-04T09:01:09-04:00April 4th, 2019|Financial Planning|

Believe it or not, the penalty for failing to file a tax return exceeds the penalty for failing to pay your taxes. Filing an extension is a way to make sure you don’t fall into the bad graces of the Internal Revenue Service. I’ve talked to lots of folks who would rather give up their [...]

How Long Should You Keep Tax Records

By |2019-04-02T14:20:34-04:00April 2nd, 2019|Financial Planning|

There are certain questions of life we all want answered. What happens when you die? Does my life have meaning? How long should I keep tax records? Personally, my answer about keeping tax records is biased because I’m a safety man. I would wear a belt AND suspenders—just in case. But the length of time [...]

Spousal vs Survivor Social Security Benefits

By |2019-03-26T12:58:58-04:00March 15th, 2019|Financial Planning|

With more than 200 ways to claim Social Security benefits, discovering what’s best for you can be a challenge. And for two benefits, in particular, there has been a lot of confusion—spousal benefits and survivor benefits. In fact, an internal audit of the Social Security Administration found that 82% of SSA representatives were giving incorrect [...]

Should You Name A Trust As An IRA Beneficiary?

By |2019-03-12T12:37:33-04:00March 12th, 2019|Financial Planning|

When naming a beneficiary for your IRA the number one choice is a spouse, a child, or a relative. There’s something in our DNA that wants to make sure our money stays in the family if possible, and that’s certainly understandable. But if you’re looking at the bigger picture, the financial planning picture, you may [...]

8 Dangerous Retirement Myths

By |2019-03-07T12:39:24-04:00March 7th, 2019|Financial Planning|

“I can’t wait to retire!” Have those words ever come out of your mouth? Oh, the thought of divorcing that demanding, unreasonable boss; doing what you want when you want; burning all the bridges you never intend to cross again. It’s the payoff for all those years of hard work. Unfortunately, the retirement dream we’ve [...]

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