Should You Let AI Manage Your Retirement Plan?

While many retirement planners are cautious about using AI tools in decision-making, some start-up companies are occupying the space where tech and financial planning meet. For example, Virginia-based Range Finance uses AI-driven automation along with human input from financial planners and tax advisors. Its platform consolidates investment management, tax planning, estate strategies and cash flow analysis, allowing the company to offer comprehensive financial guidance to retirement savers at low cost. "We don’t view automation versus personalized financial planning as a binary. Instead, our proprietary AI technology powers our expert financial advisors to give customers radically better value at a fraction of the cost," said Range CEO Fahad Hassan in an email.

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August 21, 2025

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