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First, LLMs can do conventional financial planning (CP). No surprise. CP is a keep-it-simple sales pitch with a mathematical veneer. It’s not real financial...

AI Will Eat Conventional Financial Planning’s Lunch, but Not MaxiFi’s. When it Comes to Economics-Based Planning, AI is Hopeless and Truly Dangerous to your...

Getting Social Security's 22K Pages of Rules Precisely Right is Critical to Your Retirement. Asking AI to Guess What's Best Based Largely on Wall St...

John Doe is a 65-year-old retired widower. He lives where he was born — in Winona, Minnesota. John joined the military after high school, served for 20 year...

David Blanchette is Prudential’s Head of Retirement Research. He’s a widely respected retirement-planning guru (and a past guest on Economics Matters). In 2...

Why Finding the Optimal Roth Conversion Plan is So Complex There are seven different lifetime tax reductions arising from Roth conversions. First, there’s ...

Use MaxiFi Planner to choose your college, pick your major, and avoid student debt Read the full article here. 

Rob doesn’t prescribe specific financial moves. But he does recommend specific financial tools — tools that, in some cases, promote financial behavior and d...