Money

Use AI to build a personalized grandchild savings plan using 529s and Roth IRAs. Compare tax benefits, growth potential, and contribution strategies to make the biggest long-term impact with your gifting budget.

Use AI to compare a will and a living trust based on your assets, privacy needs, and family situation. Get a personalized recommendation plus a simple estate planning action plan you can follow with confidence.

Use AI to build a personalized asset allocation for your late 40s–60s. Compare growth, balanced, and de-risked portfolios and get a simple recommended glide-path that fits your timeline, goals, and risk comfort.

AI can simplify Medicare before you turn 65. Use this prompt to get a personalized roadmap covering enrollment dates, costs, IRMAA, Medigap vs. Advantage, and the best plan based on your health needs and budget.

Use AI to compare taking Social Security early, at full retirement age, or delaying. Get personalized benefit estimates, break-even analysis, and clear recommendations based on your health, income needs, and longevity assumptions.

Use AI to build a personalized catch-up plan if you're 50+ and behind on retirement savings. Get contribution strategies, projections, and a clear roadmap showing how much you can realistically save before retirement.

Use AI to calculate your true safe retirement withdrawal rate. Instead of relying on the old 4% rule, get a personalized analysis comparing multiple strategies and see how long your savings may last under each one.

Use AI to calculate your real 2025 retirement “magic number”—a personalized savings target based on your lifestyle, spending, income sources, withdrawal rate, and inflation assumptions.