Taxes

Financial Planning MyPersonalCFO - November 3, 2025

Before it was the law it was called the One Big Beautiful Bill. Now it’s just the Tax Act of 2025. No matter what...

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 just compounds the hurt. This...

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 21, 2025

Social Security is by far one of the most popular government programs in the United States because it is...

Financial Planning MyPersonalCFO - July 10, 2025

After weeks of being cussed and discussed, debated, dismantled and reassembled, the One Big Beautiful Bill is now law....

Financial Planning MyPersonalCFO - June 18, 2025

Social Security was signed into law in 1935. It’s part of American culture. You’d be hard-pressed to find someone...

Financial Planning MyPersonalCFO - June 11, 2025

Roger and Cindy had been married forty-five years when it happened. They were working together in the back yard....

Estate Planning MyPersonalCFO - May 21, 2025

A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want...