MyPersonalCFO

Charitable MyPersonalCFO - March 19, 2025

Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate...

Financial Planning MyPersonalCFO - March 10, 2025

It used to be that American workers set their sights on retiring at 65; that was the magic age,...

Financial Planning MyPersonalCFO - March 7, 2025

“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get...

Financial Planning MyPersonalCFO - March 5, 2025

IRMAA. It sounds like someone’s grandmother or aunt. But IRMAA is not nearly as sweet and loving as they...

Financial Planning MyPersonalCFO - March 3, 2025

To paraphrase Elizabeth Barrett Browning, “How does the IRS fine thee? Let me count the ways.” In fact, according...

Financial Planning MyPersonalCFO - February 25, 2025

For a long time, government employees have claimed that Social Security was not fair to them, that they were...

Financial Planning MyPersonalCFO - February 13, 2025

Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare...

Charitable MyPersonalCFO - January 3, 2023

Gifting is a great financial planning tool, especially at the end of the year. Alhambra's Bob Williams goes through...

Retirement MyPersonalCFO - November 21, 2022

Well, add one more item to the long list of inflation victims. Joining food and gas and about everything...

Taxes MyPersonalCFO - October 25, 2022

The IRS wants its tax money and it wants it now. Even if you pay all the taxes you...

Retirement MyPersonalCFO - October 18, 2022

Alhambra's Bob Williams highlights pitfalls to watch out for when signing up for Social Security.

Retirement MyPersonalCFO - September 28, 2022

In a world where the price of everything is going up, Medicare recipients get a price cut beginning January...