Brian Hennaman CFP®

Losing a spouse is one of life’s most difficult transitions. Along with grief, many widows suddenly find themselves responsible for financial decisions they may have never handled before. Questions about retirement accounts, Social Security, investments, insurance policies, taxes, and long-term…

Artificial intelligence has rapidly reshaped the financial advice landscape. Today’s tools can explain complex strategies, model retirement outcomes, and generate investment ideas in seconds—capabilities that, until recently, were largely confined to professional advisors. For many investors, this represents meaningful progress.…