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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 in 1912 in Karnak, Texas....

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 protect themselves. He stood between...

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....

Estate Planning MyPersonalCFO - August 13, 2025

Saying you need an estate plan is like saying you need to eat your vegetables. You know it’s good...

Charitable MyPersonalCFO - August 7, 2025

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Financial Planning MyPersonalCFO - August 4, 2025

It’s the million-dollar question—What is my ideal retirement age? It would be great if there was a computer program...

Estate Planning MyPersonalCFO - July 29, 2025

It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one...

Financial Planning MyPersonalCFO - July 23, 2025

It’s official! The One Big Beautiful Bill is now the law of the land. And somewhere in those 870...