A 16-year Starbucks habit cost over $50,000, but a financial advisor's calculation about retirement savings reveals an ...
Business Intelligence | From W.D. Strategies on MSN

The AI portfolio guard: How retirees use AI to audit advisor fees in 2026

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings.
Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it ...
Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some ...
Quick Summary The average retired household in the U.S. brings in about $2,302 a month, but where you live makes a major difference. Some states average well above $3,000 a month, while others sit ...
Precious metals can diversify retirement portfolios, but they come with fees, risks and IRS rules. Here’s how to decide if ...
These forces have created a healthcare environment defined less by annual fluctuation and more by sustained volatility—one ...
Quick Summary A 30-year-old earning $50,000 is doing everything right on paper, freezing cards, paying more than the minimum, negotiating interest rates, yet 25% APR credit card debt is still ...
Marketing leaders explain how investing in brand will be key to navigating economic challenges in the latest episode of The ...
More and more people are looking to AI for getting budget breakdowns and retirement projections in seconds. It makes you ...
The Trump administration’s Council of Economic Advisors suggests that states consider drastically raising sales taxes and ...
Bascom has acquired The Retreat at Speedway in Tucson for $53.4M. Discover the value-add strategy for this 304-unit ...