Social Security

Medicare

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...

Determining Your Ideal Retirement Age

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 that collected all your information,...

Guarding Against the Survivor Trap

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...

High Net Worth People and Social Security

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...

8 Dangerous Retirement Myths

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...

Clearing Up the Confusion About Social Security

Financial Planning MyPersonalCFO - June 18, 2025

Social Security was signed into law in 1935. It’s part of American culture. You’d be hard-pressed to find someone...

What To Do About The Widow’s Penalty

Financial Planning MyPersonalCFO - June 11, 2025

Roger and Cindy had been married forty-five years when it happened. They were working together in the back yard....

Rule of 25 Retirement Planning

Financial Planning MyPersonalCFO - June 9, 2025

How much do you need to save in order to retire comfortably. That’s the magic answer everyone is looking...