Business Insider

I'm a financial planner, and I have a 529 plan for my child, but I intentionally don't max out my contributions

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Morningstar

I asked AI and my financial planner the same questions. Here's how they stacked up.

Google's Gemini gave me similar savings advice as my financial planner - but here's why I don't plan on getting rid of my human adviser anytime soon When I logged onto Zoom (ZM) for my first-ever ...
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I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that

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Kiplinger

I'm a Financial Planner: These Three Things Are Missing From Almost Every Financial 'Plan' I See

My best workout weeks are the ones when I write in my calendar what I'm going to do that morning. Monday is a 3-mile run. Tuesday is plyometrics. The point is that there is a plan, and if I write it ...
MarketWatch

I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that

Question: I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a ...