I cannot believe we are …
AI and the Financial Planning Industry – An “Old School” Financial Planner Takes ChatGPT for a Test Drive
AI and the Financial Planning Industry – An “Old School” Financial Planner Takes ChatGPT for a Test Drive
Artificial Intelligence (AI) …
It’s Time to Start Laddering Certificates of Deposit Again!
It’s Time to Start Laddering Certificates of Deposit Again!
Last week saw an unusual and …
Should you redeem your Series I savings bonds now that the 6-month annualized rate is just 3.38%?
Should you redeem your Series I savings bonds now that the 6-month annualized rate is just 3.38%?
From late 2021 through October …
J.R.’s Commentary Featured in U.S. News and Smart Asset
J.R.’s Commentary Featured in U.S. News and Smart Asset
This article highlights an …