My Personal CFO | Getting Your Finances In Order

Dangers of Quitclaim Deeds

Financial Planning MyPersonalCFO - June 30, 2025

I come from a long line of financially conservative people whose philosophy is, don’t spend more than you have to. That’s not a bad...

Estate Planning

Heirs Can Be Personally Liable For An Estate’s Taxes

Financial Planning

Costly Traps on the Social Security Application

Financial Planning

What You Can Do with a 529 Education Savings Accounts

Estate Planning

2 Confusing IRA Beneficiary Designations

5 Healthcare Proxy Mistakes

Financial Planning June 23, 2025

Clearing Up the Confusion About Social Security

Financial Planning June 18, 2025

Beneficiary Audit

Estate Planning June 16, 2025

What To Do About The Widow’s Penalty

Financial Planning June 11, 2025

Rule of 25 Retirement Planning

Financial Planning June 9, 2025

Who REALLY benefits from Medicare Advantage Home Health Visits

Financial Planning June 5, 2025

Here Comes the Digital Social Security Card

Financial Planning June 2, 2025

The Latest Social Security Scam

Financial Planning May 28, 2025

5 Common Estate Planning Mistakes

Estate Planning May 21, 2025

Will I Lose Half My Social Security in the Divorce?

Financial Planning May 21, 2025

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Financial Planning

5 Healthcare Proxy Mistakes

June 23, 2025 0

Healthcare proxies, also known as medical powers of attorney,...

Financial Planning

Clearing Up the Confusion About Social Security

June 18, 2025 0

Social Security was signed into law in 1935. It’s...

Estate Planning

Beneficiary Audit

June 16, 2025 0

Do you want your ex-spouse to get your money...

Financial Planning

What To Do About The Widow’s Penalty

June 11, 2025 0

Roger and Cindy had been married forty-five years when...

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