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Dangers of Quitclaim Deeds

MyPersonalCFO - 0
I come from a long line of financially conservative people whose philosophy is, don’t spend more than you have to. That’s not a bad...
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Risk

5 Healthcare Proxy Mistakes

MyPersonalCFO - 0
Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have in your arsenal of legal...
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Risk

The Latest Social Security Scam

MyPersonalCFO - 0
DON’T! DON’T! DON’T! If you get an email from Social Security saying your statement is attached DO NOT open it. It’s the latest scam...
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Risk

Costly Traps on the Social Security Application

MyPersonalCFO - 0
You know you’ll have to do it someday. In fact, you’re probably looking forward to it; the day you sign up for Social Security...
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Risk

7 Credit Demons

MyPersonalCFO - 0
Good credit is one of the keys to financial success. It can assist in getting better interest rates on loans, determine whether someone rents...
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Risk

Year-End Financial Checklist

Bob Williams - 0
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
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Risk

2024 Year End Financial Moves to Make Right Now

Bob Williams - 0
It seems like we just rang in the new year and here we are at the end of 2024. So, with the time left...
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Risk

Know the Rules Before Taking a Lump Sum Distribution

Bob Williams - 0
It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see the finish line of their...
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Risk

Fraud Victims Owe Taxes on the Fraud

Bob Williams - 0
It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of just compounds the hurt. This...
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Risk

Has Inflation Killed the Easter Bunny?

Bob Williams - 0
The Easter Bunny may have a lighter load this year. With the price of eggs so high, people will save them for breakfast instead...
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