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How to Calculate Taxes on Social Security Benefits

MyPersonalCFO - 0
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....
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Common IRS Penalties

MyPersonalCFO - 0
To paraphrase Elizabeth Barrett Browning, “How does the IRS fine thee? Let me count the ways.” In fact, according to H&R Block, there are...
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The Social Security Fairness Act

MyPersonalCFO - 0
For a long time, government employees have claimed that Social Security was not fair to them, that they were penalized because they worked for...
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Another Medicare Enrollment Period—Already

MyPersonalCFO - 0
Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare enrollment period. “Hurry. There’s not...
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How Much do Seniors Really Spend on Healthcare?

Bob Williams - 0
What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a common misconception that expenses will...
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Applying for Social Security in 2025

Bob Williams - 0
You’ve thought about it. You’ve talked about it. You’ve planned for it. Well, if you’re at least 62 years old, now you can go...
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Charitable Giving Strategies

Bob Williams - 0
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
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Navigating The Five Year Rule For Roth IRAs

Patrick Rogan - 0
The 5 Year Rule on Roth IRAs: What You Need to Know Roth IRAs are a popular way to save for retirement because of their...
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Year-End Financial Checklist

Bob Williams - 0
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
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Government Drug Negotiations Hurt Medicare Recipients

Bob Williams - 0
Since 2022, the news has been full of stories about the wonderful things the federal government is doing to lower the cost of prescription...
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