Risk

Financial Planning MyPersonalCFO - September 9, 2025

As a kid, I loved watching the Lone Ranger on television. He was the protector of those who couldn’t protect themselves. He stood between...

Estate Planning MyPersonalCFO - August 13, 2025

Saying you need an estate plan is like saying you need to eat your vegetables. You know it’s good for you but there are...

Financial Planning MyPersonalCFO - August 13, 2025

It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of...

Charitable MyPersonalCFO - August 7, 2025

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Estate Planning MyPersonalCFO - July 31, 2025

“Hey, when am I going to get my money?” I can’t tell you how many times I’ve heard beneficiaries...

Financial Planning MyPersonalCFO - July 7, 2025

If it can be stolen, cyber thieves have figured out how to do it. They hack and breach their...

Financial Planning MyPersonalCFO - June 30, 2025

I come from a long line of financially conservative people whose philosophy is, don’t spend more than you have...

Financial Planning MyPersonalCFO - June 23, 2025

Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have...