Long Term Care, Part II: Indemnity v. Reimbursement

The AI Illusion: Why Financial Planning Still Needs a Human Touch

After battling with a chatbot for my Apple Watch upgrade, I couldn’t help but think: this is the opposite of how financial planning should feel. Here’s why our process is built on responsiveness and human connection.

October 13, 2025

The Hidden Flaw in Traditional Financial Planning: Lack of Flexibility

Textbooks preach optimization and retirement savings but real life requires liquidity and flexibility. Here’s why your plan should evolve to give you access to funds when life changes.

October 6, 2025

How to Transition From Saving to Spending in Your 60s

Market downturns can jeopardize your retirement plans, especially in the “retirement red zone.” Discover tips for keeping income safe, managing withdrawals, and planning taxes to safeguard your golden years.

September 29, 2025

Topics

Did you enjoy this?

Subscribe to Dollars & Diagrams for more!

More Guidance from Know My Plan

The AI Illusion: Why Financial Planning Still Needs a Human Touch

The Hidden Flaw in Traditional Financial Planning: Lack of Flexibility

How to Transition From Saving to Spending in Your 60s

It all starts with a conversation

And walk away with a FREE financial plan!