by Taylor Stanfill | Mar 13, 2026 | Financial Planning, Technology
AI is everywhere these days, and it’s becoming useful in all kinds of areas (I might even have it review this post!). But we still need to be careful not to believe everything it spits out. A recent test of several AI tools found they were wrong or unable to answer...
by Melinda Tyrrell | Dec 3, 2025 | Risk Management, Technology
When gathering the family together over this festive holiday season, this is a great opportunity to implement a simple security measure that can help safeguard your loved ones and the resources you have all worked so hard for. With the increased sophistication of AI,...
by Tracie Handberg | Sep 21, 2023 | 30s, 40s, 50s, 60s, 70s, 80s, Technology
What should you do if you get a phone call from someone who knows your name, and maybe some other identifying information, and informs you that there appears to be some fraudulent transactions or issues with your bank or credit card or tax return? “Your account may...
by Melinda Tyrrell | Jul 6, 2023 | Company Updates, Financial Planning, Investments, Technology
We live in a world full of change. Each day we are met with new opportunities that can help us grow. Sometimes even the simplest of changes can be uncomfortable. To demonstrate this, try crossing your arms over your chest. Easy enough, right? Now uncross...
by Scott Voigt | Feb 7, 2023 | Budget, Financial Planning, Interesting, Saving, Technology
The chain of banks behind Zelle, which is owned by seven banks total, including Chase and and Bank of America, are planning to launch their own digital wallet. This wallet will jump into the increasingly-crowded field of digital wallets, dominated by the likes of...
