Financial Planning

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. Bill took that lesson to...

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 and compare the Medicare plan...

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...

Estate Planning MyPersonalCFO - September 29, 2025

- A well thought out process for distributing your estate to people and institutions you wish to benefit. When...

Medicare MyPersonalCFO - September 22, 2025

It’s not uncommon to see the flashing lights and hear the blaring siren of an ambulance rushing to someone’s...

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...

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...

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....