Taxes

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...

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 to your Social Security benefit. On...

Charitable MyPersonalCFO - March 25, 2025

A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit,...

Charitable MyPersonalCFO - March 19, 2025

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

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...

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)....