Retirement

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...

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...

7 Changes to Medicare in 2026

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....

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,...