I would love to see some ideas on managing finances once in retirement. The timeline to invest is much shorter. You have ...

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 ...

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 ...

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 ...

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 ...

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?

Over the past couple of years, you’ve probably seen online articles and social media posts sharing how people use AI (short for artificial intelligence) to be more productive, using it as a personal ...

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 ...

Tiffany Murray took an unconventional path to becoming a high school finance teacher. A banker for more than two decades, Murray spent her early career at Total Choice Federal Credit Union in Laplace ...