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Four Reasons AI Cannot Replace a Financial Advisor—Or Your Holistic Financial Plan

People looking to enhance their money mojo are embracing AI financial planning tools—but the data prove what intuition whispers: AI cannot replace a financial advisor. Here’s why nuanced human insight still rules—and how to blend tech efficiency with holistic financial planning strategies.

3 Steps for People In Creative Fields to Get Financially Ready Before the Next Crisis Hits

Hey, people in creative jobs and fields... Worried about the economy? You’re not alone. So stop doom-scrolling and start planning. This quick-read guide breaks down three smart steps to build financial resilience before the next crisis hits.

Budgeting for Success: Finding the Right Approach for Your Lifestyle

Find a budgeting method that works for you! From the 50/30/20 rule to value-based budgeting, discover strategies to simplify money management.

Do You Really Need a Financial Advisor? 3 Smart Questions to Find Out

TL;DR: Managing your own finances sounds empowering, but it might be costing you more than you realize. Use the TIK Ratio (Time, Interest, Knowledge) to see if a financial advisor could unlock the next level of your financial life.

Required Minimum Distributions (RMDs): What You Need to Know Now That the Grace Period Is Over

Required Minimum Distributions—RMDs—don’t sound like something that could derail your retirement plan. But if you don’t understand what they are, when they kick in, and how they affect your taxes, they can absolutely catch you off guard.

Understanding Financial Risk: A Guide for Women

TLDR: Knowing how—and when—to take calculated risks is one of the fastest ways to accelerate wealth-building, but unmanaged risk can just as quickly derail hard-won progress. This post explains the core types of financial risk, shows you how to spot the early warning signs, and offers a roadmap for confident decision-making designed for ambitious, high-achieving women.