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Financial Planning


Will AI Take Over Wealth Planning?
From education and entertainment to medicine and transportation, artificial intelligence (AI) is having an impact on virtually every sphere of existence. That includes our financial life. AI is already making inroads into wealth planning and can be a valuable tool for advisors. For example, AI can be used to present potential outcomes of different strategies to achieve a specific financial goal. But can AI take over the advisor’s role? Here are a few reasons why AI can be a h
2 min read


The Importance Of Including Your Pets In Your Estate And Incapacity Planning
Are you a pet parent – whether to a furry friend, feathered companion or another beloved animal? No matter if your companion is a cat, dog, bird, horse or exotic animal, it is important to have a plan in place to ensure they are cared for in the event you are no longer able to do so or upon your death. This is something every pet owner should read, to protect their special family member. While many pet owners view their pets as family members – and treat them as such (I know
3 min read
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