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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 from people thinking about retirement....

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 to H&R Block, there are...

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...

Financial Planning Bob Williams - February 4, 2025

What can cause your retirement plan to crash and burn? Not understanding the reality of healthcare costs. It’s a...

Retirement Bob Williams - January 8, 2025

You’ve thought about it. You’ve talked about it. You’ve planned for it. Well, if you’re at least 62 years...

Charitable Bob Williams - December 2, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Financial Planning Patrick Rogan - November 7, 2024

The 5 Year Rule on Roth IRAs: What You Need to Know Roth IRAs are a popular way to save...