Artificial Intelligence (AI) and Retirees—Part One

In case you haven’t noticed, a technological revolution is unfolding before our very eyes. It may feel like it snuck up on us, but it’s been around for a while. I’m talking about the rise of artificial intelligence (AI), which could become one of the most transformative and disruptive technologies of all time, perhaps even … Read more

Understanding and Navigating Social Security Survivor Benefits

Many people focus solely on their own retirement benefits when considering Social Security benefits. However, it’s crucial to understand the significant role Social Security spousal and survivor benefits can play in retirement planning. We don’t usually like to think about our mortality and how our passing will affect those we leave behind financially. Nonetheless, it’s … Read more