Taxes

Charitable MyPersonalCFO - March 19, 2025

Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...

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 from people thinking about retirement....

Financial Planning MyPersonalCFO - March 5, 2025

IRMAA. It sounds like someone’s grandmother or aunt. But IRMAA is not nearly as sweet and loving as they...

Financial Planning MyPersonalCFO - March 3, 2025

To paraphrase Elizabeth Barrett Browning, “How does the IRS fine thee? Let me count the ways.” In fact, according...

Financial Planning Bob Williams - February 19, 2025

When you were working, paying all your taxes was not that big a deal (even though it was painful)....

Financial Planning Bob Williams - February 11, 2025

Divorce. It’s ugly business. Not just in the emotional toll it takes on the couple calling it quits, but...

Financial Planning Bob Williams - January 22, 2025

For much of American history, most households were single income families—dad went to work and mom stayed home keeping...

Charitable Bob Williams - December 2, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...