Start by listing your monthly income and expenses. This includes fixed expenses like rent or mortgage and variable expenses like groceries and entertainment. The goal is to make sure your expenses don ...

Middle-class budgeting is built to survive the month, not to build a fortune. If I want to manage money the way wealthy families do, I have to move beyond coupon clipping and bill juggling and start ...

Managing your finances can feel like a full-time job. Thankfully, with the help of artificial intelligence (AI), managing your finances is faster and easier than ever—from setting goals and tracking ...

With AI having its big moment in the spotlight these days, you may be wondering how you can use it to optimize your financial life. We took a look at personal finance apps that use AI to serve ...

The best ideas are sometimes overlooked. That’s what Merrill financial advisor Alexandra Valdes discovered. Valdes, who is first vice president with The Valdes Group, a 24-person Merrill Private ...

Your bank just texted you about a suspicious transaction. An AI system caught potential fraud in seconds — but should you trust that same technology for managing money or your retirement savings?

Let’s be real for a second—talking about money is arguably more awkward than the "birds and the bees" talk. When you're in a ...

Various factors relating to aging can make managing money more difficult, including medical issues. However, there are ways you can prepare yourself and your loved ones to make money management easier ...