Greg Hinsdale | The Image Bank | Getty ImagesFor registered investment advisors, advancements in artificial intelligence have brought to the surface lingering feelings of unease that many advisors have had since the robo-advising boom of the early 2010s.The AI explosion has dovetailed with Thomas Moore's time as the director...
DETROIT, MI - APRIL 29: A fan trades a baseball card on the trade wall during the 2023 Topps Truck Tour promotion outside of Comerica Park during game one of a doubleheader between the Baltimore Orioles and the Detroit Tigers at Comerica Park on April 29, 2023 in...
Halfpoint Images | Moment | Getty ImagesSupporting aging parents is an extremely difficult situation that comes with both emotional and financial complications.The cost of long-term care insurance is a prime example.This insurance, essential for covering costs not typically included in standard health insurance or Medicare, such as nursing home...
Delmaine Donson | E+ | Getty ImagesWedding and engagement season is right around the corner and that means many couples will embark on a path toward marriage.One of the most important conversations newlyweds will need to have is figuring out how and who will pay the bills. The goal...
Eva-katalin | E+ | Getty ImagesIt is common folklore, a fairy tale of sorts, that middle-class Americans received perpetual relief in the Tax Cuts and Jobs Act of 2017.First, property taxes generate 32% of state and local income, and U.S. median single-family home property taxes have risen by more...
Simpleimages | Moment | Getty ImagesYou don't have to scroll far to find the #tradwives and #SAHGs (stay-at-home girlfriends) of social media who glamorize the extremes of domesticity, or the wives in Dubai who film their extravagant errands, such as picking up a Cartier bracelet and stopping for a...
Damircudic | E+ | Getty ImagesThe tax deadline is approaching and there's still time to score a deduction with a pretax individual retirement account contribution — if you qualify.For 2023, the IRA contribution limit was $6,500, plus an extra $1,000 for investors age 50 and older. That increased to...
Fatcamera | E+ | Getty ImagesWe've all been told that following a routine is important in many aspects of life — for physical fitness, good eating habits, solid work patterns and so on. But many experts are telling us that establishing a routine is also necessary for successful investing...
Cavan Images | Cavan | Getty ImagesPresident Joe Biden has floated plans to address the country's affordable housing issues, including new tax breaks for first-time homebuyers and "starter home" sellers. However, experts have mixed opinions on the proposals."I know the cost of housing is so important to you," Biden...
10'000 Hours | Digitalvision | Getty ImagesIn an increasingly digital world, the specter of financial fraud looms large, especially for older adults. My experience with an 81-year-old client offers a stark illustration.While assisting "Emma" (not her real name) with email issues, I witnessed her vulnerability to scams firsthand. Despite...