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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 only one who can answer...

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. Bill took that lesson to...

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...

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...

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...

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....

Estate Planning MyPersonalCFO - August 13, 2025

Saying you need an estate plan is like saying you need to eat your vegetables. You know it’s good...

Charitable MyPersonalCFO - August 7, 2025

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...