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How You May Benefit from the Tax Act of 2025 Taxes

Financial Planning MyPersonalCFO - November 3, 2025

Before it was the law it was called the One Big Beautiful Bill. Now it’s just the Tax Act of 2025. No matter what...

2026 Social Security Cost of Living Adjustment

Financial Planning MyPersonalCFO - October 24, 2025

Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I just wait until October when...

When Should I Start Taking Social Security?

Financial Planning MyPersonalCFO - October 21, 2025

Now that’s the question for the ages: When should I start taking Social Security? The problem is, you’re the...

Are Your Retirement Funds Protected in Bankruptcy?

Financial Planning MyPersonalCFO - October 13, 2025

Bill has been working since he was in high school. His parents taught him to save for the future....

Medicare Open Enrollment 2025

Financial Planning MyPersonalCFO - October 6, 2025

Mark your calendar. The annual Medicare Open Enrollment window is about to open, so it’s time to go shopping...

Lady Bird Deeds

Estate Planning MyPersonalCFO - September 15, 2025

You may not know the name Claudia Alta Taylor, but her list of accomplishments is impressive. Claudia was born...

Designate a Trusted Contact

Financial Planning MyPersonalCFO - September 9, 2025

As a kid, I loved watching the Lone Ranger on television. He was the protector of those who couldn’t...

7 Changes to Medicare in 2026

Financial Planning MyPersonalCFO - August 20, 2025

I know, I know. It seems like you just reviewed Medicare plans to find the best one for 2025....