Youtube
Home
Investing
Strategy
Stocks/ETF’s
Bonds
Commodities
Real Estate
Economics
Market-Based Indicators
Economic Data
Commentary
Financial Planning
Retirement
Medicare
Social Security
Estate Planning
Taxes
Charitable
Goals
Risk
Search
Type here...
Search
Instagram
Linkedin
Twitter
Subscribe
Subscribe
type here...
Search
Facebook
Instagram
Twitter
Youtube
Home
Investing
Strategy
Stocks/ETF’s
Bonds
Commodities
Real Estate
Economics
Market-Based Indicators
Economic Data
Commentary
Financial Planning
Retirement
Medicare
Social Security
Estate Planning
Taxes
Charitable
Goals
Risk
Subscribe
Home
Investing
Strategy
Stocks/ETF’s
Bonds
Commodities
Real Estate
Economics
Market-Based Indicators
Economic Data
Commentary
Financial Planning
Retirement
Medicare
Social Security
Estate Planning
Taxes
Charitable
Goals
Risk
Subscribe
Estate Planning
Charitable
Lady Bird Deeds
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....
Common Mistakes That Blow Up Your Estate Plan
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 for you but there are...
20 IRA Mistakes
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,...
Don’t Distribute the Estate Too Soon
Estate Planning
MyPersonalCFO
-
July 31, 2025
“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries...
Guarding Against the Survivor Trap
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...
Beneficiary Audit
Estate Planning
MyPersonalCFO
-
June 16, 2025
Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out...
5 Common Estate Planning Mistakes
Estate Planning
MyPersonalCFO
-
May 21, 2025
A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want...
Heirs Can Be Personally Liable For An Estate’s Taxes
Estate Planning
MyPersonalCFO
-
May 15, 2025
Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve...
Load more
