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Financial Planning

Medicare Premium Appeals

Financial Planning MyPersonalCFO -
In the real world, inflation determines what you pay for goods and services. In the Medicare world, your income is the deciding factor in...

Does Your Estate Plan Put a Disabled Heir at Risk?

Estate Planning MyPersonalCFO -
- A well thought out process for distributing your estate to people and institutions you wish to benefit. When thinking about estate planning, your...
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Will Medicare Pay for My Ambulance Ride?

Medicare MyPersonalCFO -
It’s not uncommon to see the flashing lights and hear the blaring siren of an ambulance rushing to someone’s...

Lady Bird Deeds

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

Common Mistakes That Blow Up Your Estate Plan

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

Fraud Victims Owe Taxes on the Fraud

Financial Planning MyPersonalCFO -
It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of...
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