Retirement

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. Believe it or not, it’s...

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, you get to take it...

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...

Financial Planning MyPersonalCFO - July 21, 2025

Social Security is by far one of the most popular government programs in the United States because it is...

Financial Planning MyPersonalCFO - July 17, 2025

“I can’t wait to retire!” Have those words ever come out of your mouth? Oh, the thought of divorcing...

Financial Planning MyPersonalCFO - July 7, 2025

If it can be stolen, cyber thieves have figured out how to do it. They hack and breach their...