By Iván M. Mendoza, CFA, CFP, CLU, ChFC, CDFA Many people looking for a financial advisor now start with ChatGPT (or their AI chatbot of choice). It’s a reasonable place to begin. You get a handful of names in seconds, without sitting through a sales call to get them. The...
He kept careful track of every dollar he moved out of his retirement accounts. He was still one step away from a six-figure tax bill. The mistake that put him there is one many retirees make without ever realizing it, and it happens before the money lands safely. Here's how...
