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AI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence is changing how fraud works—and how convincing scams have become. From voice cloning to deepfake videos, today’s identity theft looks nothing like the past. Learn how AI-driven fraud is evolving, why affluent families face heightened risk, and the practical steps you can take now to better protect your identity, finances, and peace of mind in 2026.

Eiger
Dec 26, 20257 min read


2025 in Review and What You Should Know Heading Into 2026
As 2025 comes to a close, shifting tax laws, market leadership from AI and technology, and evolving trade and estate policies are reshaping the financial landscape. Understanding what changed—and what may come next—can help turn uncertainty into opportunity. Here’s a clear look at the key developments from 2025 and the strategies worth considering as we head into 2026.

Eiger
Dec 22, 202510 min read


A New Option for Leftover 529 Plan Money
Many families worry about what happens if money is left over in a 529 college savings plan. Until recently, unused funds often meant limited options or potential tax consequences. New rules have changed that. Under certain conditions, unused 529 plan funds may now be contributed to a Roth IRA for the beneficiary, creating a new planning opportunity that connects education savings with long-term financial goals.

Eiger
Dec 17, 20252 min read


How to Set Goals That Last: Turning New Year Motivation Into Real Progress
Kick off 2026 with goals you’ll actually keep. Discover why most resolutions fail—and how simple, science-backed strategies like SMART goals, accountability, and celebrating small wins can turn January motivation into lasting progress.

Eiger
Nov 21, 20258 min read


Make Your Year-End Giving Count: Smart Strategies for 2025
With one-third of annual donations happening in December, now is the perfect time to maximize your charitable impact. New tax rules in 2026 will change deductions for high earners, making 2025 a pivotal year for strategic giving. Discover how IRAs, donor-advised funds, and bundling strategies can help you give more effectively while potentially reducing your tax burden. Turn your generosity into lasting impact.

Eiger
Nov 18, 20258 min read


Eiger Wealth Management recognized by Newsweek as one of America's Top Financial Advisory Firms 2026
Newsweek recognized Eiger Wealth Management on its annual listing of America's Top Financial Advisory Firms for 2026

Eiger
Nov 14, 20251 min read


The True Costs of Caring for Aging Parents
One in four Americans is a caregiver facing immense stress. Are you one of them? The emotional, physical, and financial costs of caring for aging parents are rising dramatically. Get the essential data, support strategies, and financial guidance you need to navigate this crucial—and costly—life challenge.

Eiger
Nov 7, 20259 min read


Money Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
Gathering with family this holiday season? Between the laughter and leftovers, it might also be the perfect time to talk about something lasting—your family’s financial future. Open, honest money conversations today can help prevent confusion, conflict, or costly mistakes tomorrow—and turn your legacy into a true gift for generations to come.

Eiger
Oct 30, 202511 min read


Why Fed Rate Cuts Don’t Instantly Reduce Your Borrowing Costs
The Fed may have cut rates, but mortgage rates are forecast to rise before the end of the year. Don’t expect your mortgage, credit card, or car loan bills to shrink overnight. Different parts of the economy react in different ways—and often at different speeds. From home loans to savings accounts, here’s what really happens when the Fed lowers rates, and why the impact on your wallet might take longer than you think.

Eiger
Sep 25, 20252 min read


Should You Pay Off Your Mortgage Early or Invest Extra Cash
If you can, should you pay off your mortgage early or invest instead? The answer isn’t always simple. Paying off debt can bring peace of mind and save thousands in interest, while investing may unlock long-term growth opportunities. Your decision depends on your goals, risk tolerance, and stage of life. This guide explores both paths and helps you decide which strategy aligns best with your financial future.

Eiger
Sep 24, 20258 min read


A 2025 Guide to Protecting Seniors from Fraud
Fraudsters are targeting seniors with increasingly sophisticated scams—from phishing texts to fake tech support calls. In 2024 alone, consumers lost over a trillion dollars worldwide. Protecting aging parents and loved ones means staying alert, understanding red flags, and taking practical steps to guard their finances and independence. This guide highlights key scams to watch for and how to fight back.

Eiger
Sep 22, 20258 min read


Smart Moves to Consider Before Year-End
As the year winds down, so does the window for smart financial moves. From tax strategies to retirement contributions and charitable giving, fall is the perfect time to take action before the holidays hit. Here are key year-end opportunities to review so you can step into 2026 with clarity and confidence.

Eiger
Sep 2, 20259 min read


Breaking Down the One Big Beautiful Bill Act: What You Need to Know
The One Big Beautiful Bill Act is here—and at 887 pages, it’s packed with changes that could reshape your taxes, savings, and financial strategy. From permanent tax cuts to new deductions and child savings accounts, the law offers both opportunities and pitfalls. Here’s what you need to know now.

Eiger
Aug 27, 20256 min read


Why More Families Are Choosing to Gift Wealth Earlier—and How to Do It
With the largest wealth transfer in history underway, families are increasingly giving assets during their lifetimes. Early gifting can shrink your taxable estate, support loved ones when help is most needed and let you witness the impact. Learn how to navigate gift tax rules, use trusts and 529s, and share your values to build a lasting legacy.

Eiger
Jul 28, 202510 min read


What You Need to Know About the 2025 Changes to Inherited IRA Rules
Major changes to inherited IRA rules are now in effect for 2025. Most non-spouse beneficiaries must deplete accounts within 10 years, and in many cases, take annual RMDs. Failing to follow the updated rules could result in penalties. If you’ve inherited an IRA—or plan to leave one—it’s time to revisit your strategy.

Eiger
Jul 24, 20257 min read


Beyond Salary: Understanding Your Total Compensation
There’s more to compensation than just salary. From equity and bonuses to healthcare, flexibility, and time off, your total compensation package plays a key role in your financial future. Learn how to evaluate and negotiate the benefits that matter most—so you’re not leaving value on the table.

Eiger
Jul 3, 20259 min read


Stock Market Indexes 101: What You Should Know and Why It Matters
Think you know the Dow, S&P 500, and Nasdaq? Think again. Discover the surprising history, hidden mechanics, and real meaning behind the stock market’s most-watched indexes—and why they matter more than you think. This quick read will give you a smarter lens for viewing the market.

Eiger
Jun 24, 20258 min read


How Do You Turn Retirement Savings into a Reliable Income Strategy?
Turning retirement savings into steady income can feel daunting—but it doesn’t have to be. From Social Security timing to smart withdrawal strategies, this blog explores how to turn your nest egg into a reliable income stream.

Eiger
Jun 18, 20259 min read


“The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’” – Sir John Templeton
When it comes to investing, have fundamentals changed enough to warrant a new approach? Market volatility may feel unique today, but history shows it’s part of the journey. Staying invested, diversifying, and focusing on the long term have consistently rewarded patient investors. Don’t let short-term noise derail a long-term plan.

Eiger
Jun 4, 20256 min read


What Does the Job Market Look Like for 2025 Graduates?
Graduating in 2025? From skills-based hiring to AI disruption, today’s grads need more than just a diploma to stand out. Learn which industries are growing, what employers really want, and how to navigate this exciting (and sometimes overwhelming) new chapter.

Eiger
May 14, 202510 min read
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