MyPersonalCFO

Medicare Open Enrollment 2025

Mark your calendar. The annual Medicare Open Enrollment window is about to open, so it’s time to go shopping...

Medicare Premium Appeals

In the real world, inflation determines what you pay for goods and services. In the Medicare world, your income...

Does Your Estate Plan Put a Disabled Heir at Risk?

- A well thought out process for distributing your estate to people and institutions you wish to benefit. When...

Will Medicare Pay for My Ambulance Ride?

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

Lady Bird Deeds

You may not know the name Claudia Alta Taylor, but her list of accomplishments is impressive. Claudia was born...

Designate a Trusted Contact

As a kid, I loved watching the Lone Ranger on television. He was the protector of those who couldn’t...
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7 Changes to Medicare in 2026

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

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

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

20 IRA Mistakes

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

Determining Your Ideal Retirement Age

It’s the million-dollar question—What is my ideal retirement age? It would be great if there was a computer program...

Don’t Distribute the Estate Too Soon

“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries...