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Investing
Strategy
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Social Security
Medicare
Getting Your Social Security Benefit Statement for Tax Purposes
Financial Planning
MyPersonalCFO
-
April 21, 2025
Every year at tax time it’s the same exasperating ritual—collecting the mountains of paper that show the IRS how much money you made, and...
Can I Stop Social Security and Restart Later?
Financial Planning
MyPersonalCFO
-
April 17, 2025
You started taking your Social Security benefit. It seemed like the right thing to do at the time, but now you’re not sure. It...
Calculating Social Security Before Full Retirement Age
Financial Planning
MyPersonalCFO
-
April 14, 2025
Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be...
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,...
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...
19 Questions to Maximize Your Social Security
Financial Planning
MyPersonalCFO
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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...
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