Financial questions deserve better than generic answers.

You can ask ChatGPT whether you have enough money to retire and get an answer in seconds. You can ask whether you should take Social Security at 62 or 70, whether a Roth conversion makes sense, how much you might need in retirement, or whether you should change your investments. And you may get a remarkably detailed response. So it raises an increasingly reasonable question: If AI can answer financial questions this quickly, do you still need a financial advisor? The answer r

Your CPA knows your taxes. Your financial advisor knows your investments and financial plan. But do they know what the other is doing? For many people, the answer is surprisingly unclear. You may have a great CPA and a great financial advisor, but if each professional is making recommendations without understanding what is happening on the other side of your financial life, important planning opportunities can be missed. This becomes especially important as you approach retir