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Investing
Strategy
Stocks/ETF’s
Bonds
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Economics
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Social Security
Medicare
Crazy Things that are Taxable
Financial Planning
MyPersonalCFO
-
April 1, 2025
The IRS is the undisputed overlord of tax collections. Pay up, pay the right amount and pay on time, or you’ll be hit with...
Social Security Goes AI
Financial Planning
MyPersonalCFO
-
April 1, 2025
Like it or not, artificial intelligence (AI) has become part of everyday life, whether you use it or it’s used by businesses you buy...
19 Questions to Maximize Your Social Security
Financial Planning
MyPersonalCFO
-
March 27, 2025
My Dad always said, “Son, never leave money on the table.” That’s good advice to consider when it comes...
How to Calculate Taxes on Social Security Benefits
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...
The Social Security Fairness Act
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...
Applying for Social Security in 2025
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...
Navigating The Five Year Rule For Roth IRAs
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...
Year-End Financial Checklist
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...
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