Retirement

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 and compare the Medicare plan...

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 is the deciding factor in...

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...

Financial Planning MyPersonalCFO - August 20, 2025

I know, I know. It seems like you just reviewed Medicare plans to find the best one for 2025....

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,...

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...

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...

Financial Planning MyPersonalCFO - July 23, 2025

It’s official! The One Big Beautiful Bill is now the law of the land. And somewhere in those 870...