Social Security

Financial Planning MyPersonalCFO - March 7, 2025

“Will I have to pay taxes on my Social Security?” That’s one of the most common questions I get from people thinking about retirement....

Financial Planning MyPersonalCFO - February 25, 2025

For a long time, government employees have claimed that Social Security was not fair to them, that they were penalized because they worked for...

Retirement Bob Williams - January 8, 2025

You’ve thought about it. You’ve talked about it. You’ve planned for it. Well, if you’re at least 62 years...

Financial Planning Patrick Rogan - November 7, 2024

The 5 Year Rule on Roth IRAs: What You Need to Know Roth IRAs are a popular way to save...

Charitable Bob Williams - November 5, 2024

The end of the year is a great time to think about what’s coming up and reviewing your financial...

Financial Planning Bob Williams - October 15, 2024

You’re doing your year-end financial review and trying to figure out how much you’ll have next year to pay...

Financial Planning Bob Williams - October 10, 2024

Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I...

Retirement Bob Williams - August 30, 2024

You started taking your Social Security benefit. It seemed like the right thing to do at the time, but...