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The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning

WiserAdvisor

This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement. Review Insurance Coverage: Ensure you have adequate health, life, and long-term care insurance coverage. Need a financial advisor? Can AI play a role in your retirement planning?

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Sources: 1. Climbing to the Top of the Value Stack.”

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.