Author: Mark Clark, CFP®, CKA®
Mark Clark, CFP®, CKA®
Mark Clark, CFP®, CKA®, is the Founder and President of Prestige Advisors (www.PrestigeAdvisors360.com), where he helps business owners and high-income individuals with personal financial planning and tax strategies. With over 30 years of professional investment management and strategic wealth accumulation experience, Clark stays current on trends and strategic planning options through ongoing education and participation in professional mastermind groups such as the Dunham Advisory Board, an invitation-only group hosted by Dunham & Associates Investment Counsel, Inc.
There’s a moment on the golf course every amateur knows. You’re playing badly, the ball keeps finding the trees, and somewhere between the ninth and tenth hole a thought creeps in. Thinking maybe you need new clubs, you drive to the pro shop, drop real money on the latest driver, and walk back to the tee convinced this time will be different. It usually isn’t. The clubs were never the problem. The swing was. Artificial intelligence is the shiny new club of personal finance. It’s genuinely impressive. Ask it to calculate a withdrawal rate, model a Roth conversion, or compare…