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First, I am an economist and I treasure my profession’s century-long research on personal finance. This work has, by my count, contributed to a dozen Nobel ...

These are tough times for investors in risky assets. No matter the asset class, there’s a nightmare lurking. As any squirrel will tell you, running out of a...

We all know that starving is far worse than gorging. The former kills you. The latter gives you gas. That’s why few of us choose to go hungry or eat 76 hotd...

Derek Tharp is an associate professor of finance at the University of Southern Maine, the founder of Conscious Capital and head of innovation at Income Lab....

I've gambled at casinos twice. Each time I left my credit cards in the hotel room and took $100 in cash. This was the maximum I was prepared to lose doi...

AI, is trained to spit back answers based on its training data, which overwhelmingly comprises industry “advice.” The old expression, garbage in, garbage ou...

Like much of the world, Wall Street is psyched about AI, specifically using its deep learning to help sell “advanced” advice and financial products. Accordi...

MaxiFi Planner's new Roth Conversion Optimizer is uniquely able to precisely calculate lifetime-tax minimizing conversions. Its frequent answer: Convert...

Another Remarkable Finding Based on MaxiFi's Roth Conversion Optimizer Read the article.

This article is highly critical of Wall Street’s conventional financial planning, in general, and Fidelity Investments’ financial planning, in particular. B...