Planning for retirement. We spend most of our working career preparing for it, saving for it, covering every contingency. When you finally wave goodbye to the company, you’re ready for all that planning to take over. But does your planning take into account the taxes you’ll have to pay on your retirement income? It’s one of the biggest retirement planning mistakes people make.

Death tax, inheritance tax, estate tax—call it what you will, they all mean that some government entity wants to put its hand in your pocket or your heirs’ pockets, after your demise.

Alhambra’s’ Bob Williams describes Charitable Remainder Trusts and how they can be used as a planning tool to create a win-win for you and charities.

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.

Alhambra CEO Joe Calhoun and Alhambra’s Bob Williams look at data from the past month and discuss what it means for the economy.

“Will I outlive my money?” That’s one of the biggest concerns for most retirees. There’s the high cost of medical care, which gets more expensive all the time. There’s inflation, which raises the cost of goods and services, eating into your retirement budget.

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.