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 One Big Beautiful HSA

MyPersonalCFO - 0
It’s official! The One Big Beautiful Bill is now the law of the land. And somewhere in those 870 pages it created The One...
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8 Dangerous Retirement Myths

MyPersonalCFO - 0
“I can’t wait to retire!” Have those words ever come out of your mouth? Oh, the thought of divorcing that demanding, unreasonable boss; doing...
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You Could be Your Own Worst Enemy When You Buy Precious Metal

MyPersonalCFO - 0
No doubt about it, there’s a modern-day gold rush going on. Precious metals companies are running ads on TV and radio and they’re sponsors...
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Debt Settlement – The Good, the Bad and the Ugly

MyPersonalCFO - 0
Somehow, you’ve acquired a mountain of credit card debt and it just keeps getting higher. You’ve seen ads on TV from companies claiming they...
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5 Healthcare Proxy Mistakes

MyPersonalCFO - 0
Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have in your arsenal of legal...
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Clearing Up the Confusion About Social Security

MyPersonalCFO - 0
Social Security was signed into law in 1935. It’s part of American culture. You’d be hard-pressed to find someone who hasn’t heard of Social...
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Beneficiary Audit

MyPersonalCFO - 0
Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
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What To Do About The Widow’s Penalty

MyPersonalCFO - 0
Roger and Cindy had been married forty-five years when it happened. They were working together in the back yard. The sun was shining; the...
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 Rule of 25 Retirement Planning

MyPersonalCFO - 0
How much do you need to save in order to retire comfortably. That’s the magic answer everyone is looking for. Planning for retirement can...
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5 Common Estate Planning Mistakes

MyPersonalCFO - 0
A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
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