Why Americans aren’t claiming full Social Security; Vinay Nair on what smart AI looks like
Financial Planning
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The vast majority of Americans — 9 out of 10 — are claiming Social Security before they’re eligible for the maximum benefits, a new study finds. Why are retirees short-changing themselves, and what can financial planners do about it? Nathan Place reports.
Generative AI doesn’t have to be scary, writes Vinay Nair , CEO and founder of fintech firm TIFIN . In fact, it can be a huge help to advisory firms — if used wisely. What would that look like? Nair has a rundown.
Getting married is a milestone fraught with potential financial pitfalls, from ignoring prenups to overspending on a wedding. Victoria Zhuang reports on how planners can help prevent clients from getting tangled up in financial trouble after deciding to tie the knot.?
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