It’s not that a simple financial situation means you don’t need an estate plan, it just means your plan may be less complex. The basic purpose of an estate plan is to provide instructions for how your ...
Burying your head in the sand is not a good financial planning strategy. Yet that appears to be the approach adopted by a ... For example, less than half of workers report that they have even thought ...
But financial advisors remain skeptical. Dawn C. Abernathy, a financial planner, warns that AI alone shouldn't be anyone's only source for financial advice.