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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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Costly Traps on the Social Security Application

MyPersonalCFO - 0
You know you’ll have to do it someday. In fact, you’re probably looking forward to it; the day you sign up for Social Security...
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What You Can Do with a 529 Education Savings Accounts

MyPersonalCFO - 0
529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...
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Bank Accounts and Your Estate Plan

MyPersonalCFO - 0
You just got the final draft of your estate plan. It includes your exact wishes for disposition of all the major assets—stocks and bonds,...
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16 Medicare Mistakes

MyPersonalCFO - 0
So, you’re almost eligible for Medicare. For many who have struggled with expensive, high deductible, limited option health insurance plans, going on Medicare is...
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Can I Stop Social Security and Restart Later?

MyPersonalCFO - 0
You started taking your Social Security benefit. It seemed like the right thing to do at the time, but now you’re not sure. It...
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Calculating Social Security Before Full Retirement Age

MyPersonalCFO - 0
Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be because of inflation, or being...
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heap of american money cash and vintage light box
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Crazy Things that are Taxable

MyPersonalCFO - 0
The IRS is the undisputed overlord of tax collections. Pay up, pay the right amount and pay on time, or you’ll be hit with...
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19 Questions to Maximize Your Social Security

MyPersonalCFO - 0
My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes to your Social Security benefit. On...
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Giving More to Charity and Reducing Your Taxes

MyPersonalCFO - 0
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
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