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  • A Financial Planner’s 7 Rules for Holiday Spending

    My email inbox is already filling up with gift suggestions for the holidays, and I’ll bet yours is already too — or will be soon. I’ll admit it: I click on those links and go down the rabbit hole.  Recently, my new obsession with Mahjong brought me to a fancy designer set that was way […]

  • More Americans are Turning to AI For Financial Advice

    More Americans are turning to AI for financial information instead of human financial advisors. According to First National Bank of Omaha’s 2025 Financial Wellbeing Study, 46% of consumers get financial guidance from AI tools, compared to just 31% who consult an advisor. Nearly half have already used tools like ChatGPT to help manage their money, […]

  • Your Kid’s Allowance Could Be Key to Their Long-Term Financial Health

    The question is a big one: How do I teach my kids to be good with money? And one of the long-held answers has been the classic weekly allowance. But how you give the allowance — and how your kids think through using their hard-earned money — is essential to the experience. Consider this: Research […]