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Taxes

19 Questions to Maximize Your Social Security

MyPersonalCFO - 0
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...
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Taxes

Giving More to Charity and Reducing Your Taxes

MyPersonalCFO - 0
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
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Taxes

How to Calculate Taxes on Social Security Benefits

MyPersonalCFO - 0
“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....
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Taxes

Common IRS Penalties

MyPersonalCFO - 0
To paraphrase Elizabeth Barrett Browning, “How does the IRS fine thee? Let me count the ways.” In fact, according to H&R Block, there are...
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Taxes

Charitable Giving Strategies

Bob Williams - 0
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
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Taxes

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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Taxes

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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Taxes

Charitable Giving Strategies

Bob Williams - 0
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
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Taxes

Medicare and the Health Savings Account Penalty

Bob Williams - 0
The benefits of Health Savings Accounts for people who are eligible are tremendous. You get to make pre-tax contributions; you get to withdraw money...
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Taxes

Required Minimum Distribution – Rules

Bob Williams - 0
Traditional (Traditional IRAs, SEP, SIMPLE, SARSEP) RMDs begin at age 73 In 2033 the RMD age goes to 75 An IRA owner must calculate the RMD separately...
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