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Home
Investing
Strategy
Stocks/ETF’s
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Taxes
Estate Planning
Goals
Retirement
Risk
Fraud Victims Owe Taxes on the Fraud
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...
Don’t Distribute the Estate Too Soon
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 ask that question when they’ve...
High Net Worth People and Social Security
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...
The One Big Beautiful Bill Smiles at Senior Citizens
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....
Clearing Up the Confusion About Social Security
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...
What To Do About The Widow’s Penalty
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....
5 Common Estate Planning Mistakes
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...
Heirs Can Be Personally Liable For An Estate’s Taxes
Estate Planning
MyPersonalCFO
-
May 15, 2025
Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve...
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