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I asked AI and my financial planner the same questions. Here’s how they stacked up.
AI financial planning offers powerful automated insights — but nothing replaces the tailored wisdom of human wealth managers.
Christian Estate Planning: How We Structured Our Family’s Financial Legacy
Christian estate planning empowered my family to create a structure that we all share, rooted in our values, and established ...
Gio Financial Advocates Human-Centered Approach to Estate Planning, Led by Cynthia Giovacchino
Cynthia Giovacchino, a seasoned financial planner and founder of Gio Financial, sees estate planning as an opportunity to go ...
Ray Dunlap: Trusted Partner in Personalized Financial Planning
Mr. Dunlap’s vast experience of over four decades in the industry has shaped the way he interacts with his clientele, which ...
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Financial advisors often see clients seeking to retire early; Here's what they tell them
Retiring well before the age of 65 – and not running out of money thereafter - is a financial goal that is easier said than ...
‘Who can I turn to?’ A financial planner helped my sister rob our parents’ estate – and then reinvested the money with himself
Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
You Need to Have This Financial Talk With Your Spouse
We talk with Regina McCann Hess, a Certified Financial Planner, president of Forge Wealth Management and author of Super ...
Beyond Net Worth: How Holistic Financial Planning Can Help Turn Wealth Into Your Best Life
She specializes in wealth planning, legacy strategies, and business exits. Ever find yourself exhausted between 5 a.m. wake-ups and midnight emails, wondering if success is costing more than it's ...
Why Gen Z Needs the Best Financial Planning App Now More Than Ever
In a world dominated by side hustles, student debt, inflation anxiety, and TikTok-fueled investment trends, Gen Z is ...