MyPersonalCFO

Financial Planning MyPersonalCFO - November 3, 2025

Before it was the law it was called the One Big Beautiful Bill. Now it’s just the Tax Act...

Financial Planning MyPersonalCFO - October 30, 2025

Planning for retirement. There’s a lot of work that goes into it. You want to make sure you’ve saved...

Financial Planning MyPersonalCFO - October 24, 2025

Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I...

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...

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....

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...

Financial Planning MyPersonalCFO - September 29, 2025

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

Estate Planning MyPersonalCFO - September 29, 2025

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

Medicare MyPersonalCFO - September 22, 2025

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

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....