AI is great for financial analysis. It can help us understand the numbers and identify what's optimal. But sometimes there's a bigger decision underneath.
Should you prioritize a Roth conversion or your child's 529? Sell Google stock or preserve flexibility as your parents get older?
These aren't always just math problems. That's where I believe human judgment and a relationship with a financial advisor can make a difference.
This content is for educational and informational purposes only and should not be considered personalized investment, tax, or legal advice. Each situation is unique and should be evaluated individually.
Don Hilario, CFP®
Founder, Financial Advisor
Published Oct 15, 2026
Founder, Financial Advisor