The individual, experienced in personal finance and investing, acknowledges a recent oversight regarding the “Back Door Roth IRA” strategy and the choice of keeping excess cash in a regular money market instead of a more suitable option like SGOV. They have two main inquiries: first, they want to know if AI tools exist that can provide strategic assistance for personal finance management, rather than just task-oriented support or investment selection. Second, they are curious about the potential market for such AI solutions and whether anyone is currently developing them.
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