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Can ChatGPT Be Your Retirement Planner?
AI tools like ChatGPT can explain Roth conversions, RMDs, and the 4% rule — but they can’t replace a fiduciary who understands your...
AI in Finance
October 5, 2025
Should I Consider an Annuity to Guarantee Retirement Income?
Annuities promise guaranteed lifetime income but the fine print often hides high fees, tax traps, and lost flexibility. As a flat-fee fiduciary, I...
Financial Planning
October 5, 2025
Retirement Planning Without Taxes: Why It Costs So Much (and How to Fix It)
Most retirees overpay thousands, sometimes hundreds of thousands in unnecessary taxes and fees, not because they made bad investment choices, but because their...
Financial Planning
October 5, 2025
Finding Your Safe Withdrawal Rate in Retirement
Discover how AI and Large Language Models are reshaping SEO strategies for the future....
Financial Planning
October 5, 2025