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Home
Investing
Strategy
Stocks/ETF’s
Bonds
Commodities
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Medicare
Social Security
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Charitable
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Subscribe
Financial Planning
Estate Planning
Charitable
Goals
Retirement
Medicare
Social Security
Risk
Taxes
How You May Benefit from the Tax Act of 2025 Taxes
Financial Planning
MyPersonalCFO
-
November 3, 2025
Before it was the law it was called the One Big Beautiful Bill. Now it’s just the Tax Act of 2025. No matter what...
Cutting Healthcare Costs in Retirement
Financial Planning
MyPersonalCFO
-
October 30, 2025
Planning for retirement. There’s a lot of work that goes into it. You want to make sure you’ve saved enough, got things paid off...
2026 Social Security Cost of Living Adjustment
Financial Planning
MyPersonalCFO
-
October 24, 2025
Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I...
When Should I Start Taking Social Security?
Financial Planning
MyPersonalCFO
-
October 21, 2025
Now that’s the question for the ages: When should I start taking Social Security? The problem is, you’re the...
Are Your Retirement Funds Protected in Bankruptcy?
Financial Planning
MyPersonalCFO
-
October 13, 2025
Bill has been working since he was in high school. His parents taught him to save for the future....
Medicare Open Enrollment 2025
Financial Planning
MyPersonalCFO
-
October 6, 2025
Mark your calendar. The annual Medicare Open Enrollment window is about to open, so it’s time to go shopping...
Medicare Premium Appeals
Financial Planning
MyPersonalCFO
-
September 29, 2025
In the real world, inflation determines what you pay for goods and services. In the Medicare world, your income...
Does Your Estate Plan Put a Disabled Heir at Risk?
Estate Planning
MyPersonalCFO
-
September 29, 2025
- A well thought out process for distributing your estate to people and institutions you wish to benefit. When...
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