Goals

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, you get to take it...

Determining Your Ideal Retirement Age

Financial Planning MyPersonalCFO - August 4, 2025

It’s the million-dollar question—What is my ideal retirement age? It would be great if there was a computer program that collected all your information,...

You Could be Your Own Worst Enemy When You Buy Precious Metal

Commodities MyPersonalCFO - July 14, 2025

No doubt about it, there’s a modern-day gold rush going on. Precious metals companies are running ads on TV...

Debt Settlement – The Good, the Bad and the Ugly

Financial Planning MyPersonalCFO - July 7, 2025

Somehow, you’ve acquired a mountain of credit card debt and it just keeps getting higher. You’ve seen ads on...

What You Can Do with a 529 Education Savings Accounts

Financial Planning MyPersonalCFO - May 7, 2025

529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the...

Charitable Giving Strategies

Charitable Bob Williams - December 2, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

Retirement Account Contribution Limits for 2025

Financial Planning Bob Williams - November 14, 2024

Still looking for ways to keep the IRS’s hand out of your pocket at tax time? If so, you...

Year-End Financial Checklist

Charitable Bob Williams - November 5, 2024

The end of the year is a great time to think about what’s coming up and reviewing your financial...