Center for Wealth Management

06/03/2026

AI can sound confident even when new evidence points in a different direction. Researchers are finding this isn't just a quirk, but it may be a fundamental limitation with real consequences.

• Missed evidence: Researchers found AI agents ignored results that contradicted their assumptions in more than half of tested scenarios.
• High stakes uses: In science and medicine, an AI tool that ignores contradictory evidence isn’t only wrong, it’s potentially dangerous.
• Responsible adoption: AI can still be useful for well-defined tasks, but its limits need to be understood before we rely on it too heavily.

See why knowing what AI can't do may be just as important as knowing what it can:

Scientists rethink their ideas after experiments. AI agents struggle to learn from evidence and recognize when an idea is obviously incorrect.

06/01/2026

Retirement planning gets harder when common myths make it seem one-size-fits-all. Here’s how to keep misconceptions from derailing your financial future:

• Look beyond one “magic number”: Your needs depend on lifestyle, location, housing costs, and income sources like savings, pensions, or part-time work.
• Know what benefits cover: Social Security may not replace a full paycheck, and Medicare may not cover premiums, prescriptions, dental, vision, or long-term care.
• Stay flexible: Changes to inflation, healthcare needs, market shifts, and lifespan can all affect your plan over time.

See which retirement myths could be shaping your expectations and what to do instead:

Retirement is the ultimate financial goal many people plan for, yet it is surrounded by confusion and misinformation. Advice passed down from previous generations does not always match today’s reality. Many Americans are uncertain of how much they truly need to save before they quit their day job....

05/29/2026

Not all inheritances are gifts—some assets can burden your heirs with hidden costs and family feuds. Without careful planning, assets meant to help your family could instead become a burden:

• Plan early: Work with an estate attorney to identify assets that may cause complications—like timeshares or businesses—and decide how to handle them.
• Talk it out: Discuss your wishes with heirs now to prevent conflict and confusion later.
• Keep it simple: Cash and investment accounts are easiest to divide and least likely to spark disputes.
Source:

Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.

05/28/2026

Losing a loved one is hard enough. A clear financial checklist can help reduce added stress during an already difficult time.
• Check on benefits: Notify Social Security, Medicare, the VA, or other agencies to confirm whether survivor benefits may be available.
• Protect their identity: Contact credit bureaus and close or memorialize accounts to help reduce the risk of fraud.
• Handle legal steps: Gather estate documents, file the will if required, and work with trusted professionals on probate, taxes, and debts.

Read the full 11-step checklist for handling finances after a loss:

Even though the death of a loved one comes with intense grief, there are important tasks to carry out as soon as you’re able.

05/27/2026

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:
• Ease in gradually: Cut hours, shift to a mentor role, or take a sabbatical. Staying connected to work on your terms feels more natural than a hard stop for many people.
• Turn passions into paychecks: Hobby jobs, travel gigs, and part-time roles in fields you love add income, structure, and purpose without the grind.
• Reinvent entirely: New certifications, entrepreneurship, or a second career can bring the fulfillment your first one never did.

Read more ideas for building a retirement that feels right for you:

Ease into retirement at your own pace and in a way that aligns with your interests.

05/26/2026

Identity theft can happen fast, but a few smart habits can make you harder to target.
• Lock your credit: A credit freeze at all three bureaus can help prevent new accounts from being opened in your name.
• Strengthen logins: Use unique passwords, a password manager, and two-factor authentication whenever possible.
• Stay alert: Review financial accounts and credit reports regularly so you can catch suspicious activity early.

Read the full checklist of steps to help protect your personal and financial data:

Taking strides to protect personal data is important to safeguard one’s financial security.

05/25/2026

05/21/2026

AI chatbots are becoming round-the-clock companions, but a friend who never disagrees may not be the friend you need. For teens especially, constant validation from AI could reinforce harmful thinking instead of helping challenge it. Read more:

With AI becoming more embedded in daily life, building critical thinking skills and maintaining human connections may be key to ensuring it remains a helpful tool, rather than a harmful substitute, experts say on CNA’s Deep Dive podcast.

05/20/2026

Time isn’t moving faster, but routine can make it feel that way. New experiences, like taking a new route or having an interesting conversation, give your brain more moments to remember. Learn how small changes may help life feel fuller:

Almost everyone over thirty has had the same disorienting thought. The year is ending again. The summer is gone. The decade just turned over and somehow nothing about the calendar feels like it lines up with how much actually happened. Time, the inner monologue insists, is moving faster than it used...

05/20/2026

Retiring in the next 5 years? What you do now can make a real difference:

Review your HSA: If you’re eligible, an HSA can help you save for future healthcare costs with tax advantages.
Test your budget: Try living on your expected retirement income to see what works and where you may need to adjust.
Think through timing: Delaying retirement, even by a few years, could give you more time to save and may increase Social Security benefits.
Learn all 10 moves to consider before your last day on the job:

It makes a lot of sense to start assembling a list of things to do before your last day at your job.