Between industry news and personal experience.

This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.

This blog is about the many ways our economy and society will change as more and more baby boomers retire.

This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably.

This blog will explain why some people choose to retire early and the pros and cons of that decision.

Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.