My Family CFO Inc

I recently hired (for the 2nd time) Dan The Moving Man, they are located in Eau Claire, Wausau, La Crosse and Rhinelander. Feel free to call them at 715-214-7583 to book a move.

If you have been affected, it’s important to be proactive to protect your credit now. http://ow.ly/6O2930f9kj6

Are You Affected by the Equifax Data Breach? Here’s What to Do If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent

By sharing what is important to you and hopefully helpful and valuable to your family, you are able to leave some of you behind for them. http://ow.ly/yXtI30dKRG7

Have You Heard of an Ethical Will? As I understand , Ethical Will’s originated as a Jewish custom of parents leaving a written spiritual legacy for one’s family, many times with instruc

Why are 401(k) plans, annuities, and IRAs so popular? http://ow.ly/kynW30cNlrz

The Power of Tax-Deferred Growth Why are 401(k) plans, annuities, and IRAs so popular?

Through our hands-on approach we learn about your hopes, dreams, fears, goals and objectives. http://ow.ly/ZvSY30cNlov

What We Do and How We Can Help I believe my most important function at My Family CFO is to create and maintain mutually beneficial relationships based on trust.

The intent of this short article is to give you something to ponder about your long lived life. http://ow.ly/omeJ30cNlnM

A Balanced Approach To Meaningful Longevity The intent of this short article is to give you something to ponder about your long lived life. If you’re like me and plan on sticking around awhile (

According to the 2010 U.S. Census Bureau, Widows outnumbered Widowers by a ratio of four to one. http://ow.ly/TLi530cNljg

From Surviving to Thriving at Club Widowhood™ This article focuses on a new, proactive approach to be well prepared for Camp Widowhood™, that new phase of life, where you get to deal with your per

What steps do you need to take to start the Courageous Conversation™ process? http://ow.ly/z6ai30cNli4

Have You Had Your Courageous Conversation™ Yet? Think about all the time we spend preparing for life’s milestone transitions like the birth of our child, the first day of school, prom, high school g

Follow these steps to walk forward with confidence: http://ow.ly/5zvi30cNlht

5 Steps to a Successful myFamilyMeeting™ We recently spent some time discussing Courageous Conversations™ and looking at what elements are involved in the process. One essential aspect of thi

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz. http://ow.ly/eeDh30cNlgY

What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

It's important to understand how inflation is reported and how it can affect investments. http://ow.ly/3xNt30cNlfZ

Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments.

The long-term care insurance industry is currently going through a transformation. http://ow.ly/vCGL30cNlf9

Reposition Assets For Your Care How much time have you spent thinking about paying for your long-term care needs? If you’re like two-thirds of Americans, this is a serious cause of w

Are you putting off some important investment decisions? http://ow.ly/Fs3I30czDYz

A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security.

For some, the social impact of investing is just as important as the return, perhaps more important. http://ow.ly/fElI30czDY5

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

Even low inflation rates can pose a threat to investment returns. http://ow.ly/h9Yo30czDXr

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis. http://ow.ly/PsS030cja55

Your Emergency Fund: How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Would you guess that Millennials are effectively saving for retirement? Well, they are. http://ow.ly/z1il30cja4D

A QLAC is an annuity, which means it will pay you a fixed annual amount for the remainder of your life. http://ow.ly/QlKs30cja1l

Can You Defer Taxes with a Qualified Longevity Annuity? Are you worried about the taxes you will be required to pay when you have to start taking required minimum distributions (RMDs) from your retirement a

What if instead of buying that vacation home, you invested the money? http://ow.ly/DKrp30cj9Yw

The Real Cost of a Vacation Home What if instead of buying that vacation home, you invested the money?

Can we fix Social Security before it's too late? http://ow.ly/jXeH30cgUsc

Is Social Security Broke(n)? The intent of this article is to summarize the current and future state of affairs of our Social Security system, clear up some myths, and discuss pos

With alternative investments, it’s critical to sort through the complexity. http://ow.ly/pB0z30cg9FO

Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity.

Projections reveal that in the early 2030’s payout levels will need to be reduced…some sources indicate 20-30%. http://ow.ly/V2lo30c4Hh7

Is Social Security Broke(n)? The intent of this article is to summarize the current and future state of affairs of our Social Security system, clear up some myths, and discuss pos

As a society, most of us feel we are in the minority that will not require extended care. http://ow.ly/tIC730c4Hfh

Reposition Assets For Your Care How much time have you spent thinking about paying for your long-term care needs? If you’re like two-thirds of Americans, this is a serious cause of w

I have yet to have my own Courageous Conversation™ with my family and am just now embarking on this journey. http://ow.ly/AmrG30c2GP7

Have You Had Your Courageous Conversation™ Yet? Think about all the time we spend preparing for life’s milestone transitions like the birth of our child, the first day of school, prom, high school g

Exchange-traded funds have some things in common with mutual funds, but there are differences, too. http://ow.ly/dxpz30c4Hds

Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

When do you need a will? The answer is easy: Right Now. http://ow.ly/Pf0P30c4H8R

When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

Are you looking for an innovative way to manage your resources with a higher level of confidence and capability? http://ow.ly/8T5s30c4H3y

What We Do and How We Can Help I believe my most important function at My Family CFO is to create and maintain mutually beneficial relationships based on trust.

With meaningful discussions, you could avoid family strife, a prolonged death, and a confused widow(er). http://ow.ly/IjTW30bKTuU

Technological advances are keeping us alive longer but not necessarily extending our quality of life. http://ow.ly/IgEr30bKTGX

A Balanced Approach To Meaningful Longevity The intent of this short article is to give you something to ponder about your long lived life. If you’re like me and plan on sticking around awhile (

According to the 2010 U.S. Census Bureau, Widows outnumbered Widowers by a ratio of four to one. http://ow.ly/SM6D30bKTGi

From Surviving to Thriving at Club Widowhood™ This article focuses on a new, proactive approach to be well prepared for Camp Widowhood™, that new phase of life, where you get to deal with your per