MyPersonalCFO

Financial Planning MyPersonalCFO - April 23, 2025

So, you’re almost eligible for Medicare. For many who have struggled with expensive, high deductible, limited option health insurance...

Financial Planning MyPersonalCFO - April 21, 2025

Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how...

Financial Planning MyPersonalCFO - April 17, 2025

You started taking your Social Security benefit. It seemed like the right thing to do at the time, but...

Financial Planning MyPersonalCFO - April 14, 2025

Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be...

Financial Planning MyPersonalCFO - April 1, 2025

The IRS is the undisputed overlord of tax collections. Pay up, pay the right amount and pay on time,...

Financial Planning MyPersonalCFO - April 1, 2025

Like it or not, artificial intelligence (AI) has become part of everyday life, whether you use it or it’s...

Financial Planning MyPersonalCFO - March 27, 2025

My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes...

Charitable MyPersonalCFO - March 25, 2025

A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit,...

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...