Kyle Walters - The Personal CFO

3 Reasons for Retirees to Claim Social Security Benefits Early

If you’re about to retire, you may be wondering whether you should start claiming your hard-earned...

Should You Own A Vacation Home In Retirement?

Retirement is full of wonderful possibilities, including the ability to spend part of the year...

Getting Started With Your Estate Plan

In my last article, we discussed why estate planning is essential and what it involves. Now, it’s...

Why You Need a Trust (Even if You Trust Your Children)

Creating an estate plan is essential for distributing your family assets with the least cost and...

Two Big Estate Planning Decisions:  The Executor And The Trustee

Estate planning involves quite a few crucial decisions. Let's talk about two of those...

Do You Have An Estate Plan Or A "State" Plan?

Proper estate planning is essential to ensure that your assets are distributed according to your...

Different Ways To Be A "Dividend Investor"

In prior articles and videos, we have discussed how dividend investing can be a great way to...

How Can You Take Advantage Of This Bear Market?

Well, it's official. The Fed poked the bear. Investors are now dealing with fears of inflation and...

Rising Interest Rates And Your Retirement

In March, the US Federal Reserve raised its federal target funds rate by a quarter-point. Although...

When The Smart Money Isn't So Smart

2022 has been a rough year, with large sell-offs in the stock market taking investors on a bumpy...