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

The financial industry seems to produce a shiny new planning tool every few months. New Retirement is one of the latest variants. It differs from other conv...

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

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...