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AI likely to go the way of robo-advisers in financial planning, Morningstar says

Obituary & Services: Jerry Golden

Obituary & Services: Jerry Golden
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Can AI Plan Your Retirement Better Than I Can?

Financial adviser Jerry Golden posed retirement planning questions to ChatGPT. The results? A good start that begs for human intervention (though it had some things to say about Jerry!). We are inundated with articles about AI on television, in print and online. Will it impact your work, improve medical outcomes or be the end of humankind? All difficult questions and probably above my pay grade. Could ChatGPT and AI Change Delivery of Legal Services? So let me address AI’s potential in a field I

Can Your Retirement Income Plan Cover Unplanned Expenses?

Let’s take a close look at ways to create the liquidity necessary in your income plan to cover big-ticket items later in retirement, such as long-term care.

Insuring Your Plan for Retirement Income

How to figure out how much ‘longevity insurance’ you need, the types of annuities to use and when the income should kick in are tricky questions.

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