How I Used AI to Prioritize Financial Goals

In the busy world of finances, focusing on your money goals can seem difficult. By using artificial intelligence in your financial planning, you can make this process simpler and more efficient, improving on old financial planning methods. This step-by-step guide will walk you through how I used AI to effectively manage my financial data, forecast…

How I Compared ULIPs vs ELSS Using AI Guidance

Knowing about finances can be difficult, especially when deciding between a Unit Linked Insurance Plan (ULIP) and an Equity Linked Savings Scheme (ELSS). With potential tax benefits under the Income Tax Act and diverse investment goals, how do you make the right choice? In this guide, I will guide you through a detailed comparison using…

How I Verified My Tax Return Without OTP Delays

Facing delays in OTP verification while trying to submit your tax return can be frustrating, especially when the IRS requires strict identity verification to prevent identity theft. For TurboTax users, this guide provides 10 important steps to check your tax return quickly and easily. By following these clear instructions, you’ll go through the Identity Verification…

Solved: I Was Afraid of Market Timing–AI Helped Me Stay Disciplined

If market timing has you feeling anxious, you’re not alone. Many investors share this fear but struggle to maintain discipline in their strategies. With the increase in artificial intelligence and the introduction of the White House’s AI Bill of Rights, tools like generative AI and machine learning can help you invest with confidence. This guide…

Solved: My Wallet Was Always Empty Mid-Month–Not Anymore

Feeling broke halfway through the month? You’re not alone. Many iPhone and iPad users struggle with budgeting, especially with the new iOS 18 updates. This guide will walk you through how to figure out what prompts you to spend, set up a budget, and set up automatic savings. It also covers how to manage your…

Solved: Form 10E Confused Me–AI Walked Me Through It

Figuring out Form 10E can be tough, especially when looking for tax relief under Section 89 of the Income Tax Act. If you’ve found yourself confused about the process of filing Form 10E for your Income Tax Return, you’re not alone. This guide will take you through each step-from collecting the necessary information to sending…

How I Learned Asset Allocation Using ChatGPT in 30 Minutes

Figuring out how to divide your investments can be confusing, particularly for beginners who want to improve their investment plans. In just 30 minutes, I gained new knowledge with ChatGPT, using AI to make difficult ideas such as portfolio selection and scoring functions easy to grasp. This guide will explain using moving averages and tools…

How I Filed Capital Gains on Stocks with ChatGPT’s Help

Handling taxes on stock profits can be challenging for active traders looking to save on taxes. Fortunately, tools like ChatGPT can make filing clearer and help you gain trader tax benefits. This step-by-step guide outlines essential IRS guidelines to help you maximize your trader tax status. From figuring out your profits to completing forms, you’ll…

How I Created an Expense Tracker in Notion with ChatGPT

Managing your income and expenses can be overwhelming, especially when traditional tools like Excel or Google Sheets feel cumbersome. In this guide, I’ll show you step-by-step how I set up my own expense tracker in Notion using ChatGPT. You’ll find out how to simplify your money management in seven steps, helping you keep an eye…

Fixed: My Tax Computation Was Full of Errors–AI Helped

Tax season can be challenging, especially when your calculations are full of mistakes. If you’ve found yourself in this situation, you’re not alone. Fortunately, AI tools like TurboTax and TaxCalcBench offer effective solutions for error detection and correction. In this guide, we will outline 10 key steps for using AI to accurately prepare taxes. Avoid…

Fixed: My Portfolio Was Too Complex–Now It’s Streamlined

Are you overwhelmed by a complex investment portfolio filled with various stocks and bonds? Simplifying your assets can reduce stress and align better with your risk tolerance and financial profile. This guide offers nine practical steps to organize your portfolio, helping you concentrate on achieving your financial goals. Get ready to take control of your…

Fixed: I Didn’t Know When to Use My Credit Card–AI Decides Now

Handling credit cards can be challenging, particularly if you’ve had problems like account closures or a drop in your credit score because of not using your card. In this guide, Ellen B. Kennedy makes the process easier by outlining eight clear steps designed for the fintech community. You’ll learn when to use your credit card…