Caring for aging parents rarely begins with one big moment. It starts with small changes that gradually become impossible to ignore. Learn how to start difficult conversations, organize essential legal and financial documents, protect against elder financial exploitation, and prepare your family before a crisis forces the issue. Thoughtful planning today can bring greater confidence and peace of mind tomorrow.

Sending a child to study abroad is an investment in their future—but are you financially prepared? From 529 plan rules and international health insurance to budgeting, taxes, and avoiding costly surprises, a little planning before departure can make all the difference. Here are the financial essentials every study abroad family should know.

The new tax law permanently raised the federal estate tax exemption to historic levels, but that doesn’t mean your estate strategy is up to date. State estate taxes, out-of-state property ownership, outdated trusts, and old beneficiary designations can create unintended consequences regardless of your net worth. Summer is an ideal time to review your documents, revisit your wishes, and ensure your plan still reflects your family, your assets, and today’s laws.

Could a free $1,000 federal contribution help jump-start your child's financial future? Trump Accounts offer new savings opportunities for eligible families, but they also come with unique rules, tax considerations, and limitations. Before opening an account, learn how they work and how they compare to other savings options.

As financial professionals, we help our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order, and their income strategy is in place. From a financial standpoint, everything looks good on paper. But can they answer this more difficult and personal question: Have you two actually talked about what retirement will be like? Not the math. Your life. Where you'll be, how

A financial windfall can change your life — but the first decisions you make may determine whether it creates lasting security or fleeting comfort. From inheritances to business sales, we’ve seen common patterns emerge time and again. Here are five of the biggest mistakes people make after receiving sudden wealth — and a practical framework that can help turn a windfall into a long-term legacy.

Graduation doesn’t just mark a milestone—it can reshape your financial future. As tuition payments end, many families experience a sudden shift in cash flow. The real question: will that money fuel long-term goals like retirement, or quietly slip into ongoing support and lifestyle spending? With the right plan, this transition can become one of your greatest financial opportunities.

As longevity increases, so does the complexity of planning for where and how we’ll live later in life. Continuing Care Retirement Communities (CCRCs) offer a proactive, all-in-one approach—but at a cost. Understanding how they work, what they provide, and when to consider them can be one of the most impactful financial decisions you make.

USA Today named Eiger Wealth Management one of its Best Financial Advisory Firms for 2026.

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall retirement income strategy, including longevity and survivor considerations? As April is National Social Security Month, we thought it might be helpful to share a practical framework we’ve developed over the years to help clients making decisions about S

Teaching teens about money isn’t about lectures—it’s about experience. By giving them real choices, clear boundaries, and room to make mistakes, parents can help build lasting financial habits. From everyday spending decisions to early investing, small lessons today can shape confident, capable decision-makers for life.

Helping your child buy their first home can be one of the most meaningful financial gifts you ever give—but it’s also a decision that deserves careful planning. From simple cash gifts to family loans, trusts, or shared ownership, there are several ways to help with a down payment. This article explores practical strategies to support the next generation while protecting your own financial and estate planning goals.

A quiet financial revolution is underway. Women are earning more, inheriting more, living longer—and often becoming the ultimate decision-makers for their families’ wealth. Three simple numbers—5, 45, and 59—tell a powerful story about longevity, opportunity, and preparation. Understanding them could change how you think about retirement, risk, and your financial future.

The job market isn’t collapsing. It’s freezing. Hiring has slowed to one of the weakest paces in decades, even with unemployment still relatively low. Companies are cautious, workers aren’t quitting, and openings are quietly disappearing. Here’s what’s really behind today’s stalled hiring—and what it means for job seekers navigating the slowdown.

Tax season often feels like a once-a-year chore—but taxes don’t stop in April. Understanding the difference between tax preparation and tax strategy can help you make more informed decisions throughout the year. A proactive, coordinated approach may help you manage taxes more efficiently and keep more of what you earn over time.

Gold just crossed a historic milestone, surging past $5,000 an ounce—and it’s not just a “fear trade.” From shifting interest-rate expectations and central bank buying to geopolitical headlines and long-term currency concerns, several forces are converging at once. Here’s what’s driving the rally, what it may (and may not) be signaling, and how investors can think about gold’s role today.

Money decisions aren’t just about numbers—they’re shaped by emotions, stress, and subtle biases we don’t always notice. Behavioral finance helps explain why even smart investors can react impulsively, especially during uncertain times. Here’s how recognizing those triggers can support clearer, more confident long-term decisions.

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.

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.

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.