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Investing
Strategy
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Bonds
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Subscribe
Financial Planning
Estate Planning
Charitable
Goals
Retirement
Medicare
Social Security
Risk
Taxes
Calculating Social Security Before Full Retirement Age
Financial Planning
MyPersonalCFO
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April 14, 2025
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...
Crazy Things that are Taxable
Financial Planning
MyPersonalCFO
-
April 1, 2025
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...
Social Security Goes AI
Financial Planning
MyPersonalCFO
-
April 1, 2025
Like it or not, artificial intelligence (AI) has become part of everyday life, whether you use it or it’s...
19 Questions to Maximize Your Social Security
Financial Planning
MyPersonalCFO
-
March 27, 2025
My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes...
Gifting Tax Rules
Charitable
MyPersonalCFO
-
March 25, 2025
A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit,...
Giving More to Charity and Reducing Your Taxes
Charitable
MyPersonalCFO
-
March 19, 2025
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate...
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,...
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...
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