Meet Your New Money Coach: AI. She Doesn’t Judge.

AI tools can provide a judgment-free starting point for basic financial questions, but experts warn they lack personalization and may give inaccurate advice. CFP Board Ambassadors Cary Carbonaro, CFP® and Lei Deng, CFP® say AI can be used for education and simple explanations, but stress the importance of consulting qualified financial professionals for personalized planning and major financial decisions.

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