News

Can Your Retirement Plan Stand Up to Inflation? These 2 Tweaks Might Help.

Can Your Retirement Plan Stand Up to Inflation? These 2 Tweaks Might Help.

You need an actual strategy to avoid falling behind.

The Motley Fool
Weekend Reading For Financial Planners (September 19–20)

Weekend Reading For Financial Planners (September 19–20)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Anthropic announced an advisor-specific plug-in to its Claude tool, which will incorporate data from many key advisor tech tools. While the new “Claude for Financial Advisors” plug-in offers the potential to solve the long-simmering problem […]

Michael Kitces