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Did policymakers in 1983 do a good job fixing Social Security? The impending exhaustion of Social Security’s retirement trust fund in 2033 has stimulated a lot of commentary. One strain focuses on actions taken in 1983 – the last time Congress addressed the program’s finances. In terms of outcomes, some commentators conclude that Congress did…
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my thoughts on how AI may reshape financial planning for retirement savers. Spoiler alert: I think it has great potential to help both advisors and individuals. The first iteration of AI tools has already improved retirement…
