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Investing
Strategy
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Financial Planning
Estate Planning
Charitable
Goals
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Medicare
Social Security
Risk
Taxes
Giving More to Charity and Reducing Your Taxes
Charitable
MyPersonalCFO
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March 19, 2025
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
IRAs Know No Age
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, the golden number. Then, things...
How to Calculate Taxes on Social Security Benefits
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...
Do I Have to Pay IRMAA in 2025
Financial Planning
MyPersonalCFO
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March 5, 2025
IRMAA. It sounds like someone’s grandmother or aunt. But IRMAA is not nearly as sweet and loving as they...
Common IRS Penalties
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...
The Social Security Fairness Act
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...
A Solution to Filing Estimated Taxes in Retirement
Financial Planning
Bob Williams
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February 19, 2025
When you were working, paying all your taxes was not that big a deal (even though it was painful)....
Another Medicare Enrollment Period—Already
Financial Planning
MyPersonalCFO
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February 13, 2025
Is it just me, or does it seem like there are always commercials telling us we’re in another Medicare...
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