Treasury Yields Above 5%: What It Means for You
Treasury yields are above 5% while mortgages and credit cards remain costly. See what today’s rates could mean for your cash, debt, and retirement.
Money Trends
Plaid, Perplexity, OpenAI: The Rise of Intelligent Finance
Plaid's Perplexity and OpenAI deals made intelligent finance mainstream. What each unlocks, the limits of general AI, and what comes next for your money.
Intelligent Finance Isn't an AI Story. It's a Trust Story.
Plaid's 2026 report says 55% of Americans now use AI to manage money — but the more they use it, the more oversight they demand. Why trust is the real product.
Perplexity and Plaid: From Dashboards to Conversations
Perplexity and Plaid point to a shift from dashboards to financial conversations grounded in real accounts. See what this means for personal planning.
Financial Planning for Millennials: Work Through Your Next Money Decision
Millennials need more than budgeting apps. Learn how AI-driven modeling, portfolio stress tests, and unified account views are transforming wealth building.
The 4% Rule for Early Retirement: A Shortcut, Not a Plan
The 4% rule estimates how much you need to retire. Here’s how it works, why early retirement changes the math, and how to test your own spending.
The Future of Personal Finance Is AI-Native
See why personal finance is moving from reactive dashboards to AI-native tools that model scenarios, surface tradeoffs, and explain decisions.