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Social Security

Determining Your Ideal Retirement Age

Financial Planning MyPersonalCFO -
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 -
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
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High Net Worth People and Social Security

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

Here Comes the Digital Social Security Card

Financial Planning MyPersonalCFO -
Well, it was inevitable. Everything else is going digital. Social Security is following suit. By the end of the...
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