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Retirement

Calculating Social Security Before Full Retirement Age

Financial Planning MyPersonalCFO -
Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be because of inflation, or being...

Crazy Things that are Taxable

Financial Planning MyPersonalCFO -
The IRS is the undisputed overlord of tax collections. Pay up, pay the right amount and pay on time, or you’ll be hit with...
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Social Security Goes AI

Financial Planning MyPersonalCFO -
Like it or not, artificial intelligence (AI) has become part of everyday life, whether you use it or it’s...

19 Questions to Maximize Your Social Security

Financial Planning MyPersonalCFO -
My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes...

IRAs Know No Age

Financial Planning MyPersonalCFO -
It used to be that American workers set their sights on retiring at 65; that was the magic age,...

How to Calculate Taxes on Social Security Benefits

Financial Planning MyPersonalCFO -
“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get...

The Social Security Fairness Act

Financial Planning MyPersonalCFO -
For a long time, government employees have claimed that Social Security was not fair to them, that they were...

A Solution to Filing Estimated Taxes in Retirement

Financial Planning Bob Williams -
When you were working, paying all your taxes was not that big a deal (even though it was painful)....
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