Financial Planning

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 just wait until October when...

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 only one who can answer...

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...

Will Medicare Pay for My Ambulance Ride?

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...

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...