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20 IRA Mistakes

Charitable MyPersonalCFO -
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 -
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,...
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You Could be Your Own Worst Enemy When You Buy Precious Metal

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