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Meet Magpie
We are thrilled to announce a transformative addition to the WealthFluent platform: Magpie, your intelligent AI collaborator designed to supercharge your financial decisions. Meet Magpie Magpie leverages cutting-edge Agentic AI to deliver instant, data-driven insights tailored to your unique financial profile. Seamlessly integrated into WealthFluent, it helps you navigate complex decisions with confidence. Unlike generic…
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Why Paying Off Your Mortgage Before Retirement Isn’t Always the Best Move
Why Paying Off Your Mortgage Before Retirement Isn’t Always the Best Move At WealthFluent, we’re committed to empowering you to master your financial future with cutting-edge tools and clear insights. In this post, we will challenge a common financial rule of thumb: always pay off your mortgage before retirement. While this advice stems from a…
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Ventures in WealthTech – DIY Wealth Management with David Kon
When it comes to wealth management and financial planning, many investors are moving in a direction that will put them in the driver’s seat. In our interview with David Kon, the Founder and CEO of Ripsaw LLC (WealthFluent), we explored how WealthFluent (formally Ripsaw Wealth Tools) were designed to empower everyday investors by offering a…
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Lifetime Wealth Planning: Now with Financial Goals!
The reaction from members to our innovative Lifetime Wealth Planning tools has been amazing! They love the new onboarding process of planning and the clarity of realistic feasibility of their retirement. Whether it’s a down payment on a new home or saving for a wedding, big purchases or life events can be daunting. People always…
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Conquer the Complexity of Lifetime Wealth Planning with Ripsaw!
The Certified Financial Planning Board provides the following definition and process[1]: WHAT IS FINANCIAL PLANNING? Ethical, competent financial planners bring together the different parts of a client’s financial life to build a roadmap for the future. That’s why developing deep subject matter expertise – in these areas and more – is critical to the role.…
