Bijan Eshaghian Insurance & Financial Services

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Don't rely on AI for personal finance advice, study finds Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

Paper Social Security Checks Are Ending: How to Help Aging Loved Ones Cope

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

10 States With The Cheapest Property Tax Bills Ranked by Affordability

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

Why So Many Gen Xers Feel Financially Stuck — And What You Can Do About It

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

In Your 20s and 30s? Why You Don't Need a Six-Figure Salary to Be a Future Millionaire Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Gen Xers are by far the most indebted group of Americans, in large part because they have some of the highest student loan balances.

Gen X is the most indebted generation in America. Their employers can fix that Student loan matching programs are on the books. Does your company have one?

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

Latest Inflation Data Keeps 2027 Social Security COLA Forecast High As inflation persists, the 2027 Social Security COLA forecast has dropped slightly to 3.8% — a 0.1% decrease compared to the April estimate.

When you're navigating a gray divorce, don't rush to split assets. A settlement that looks good on paper may contain losses you won't have time to recover from.

I'm a Divorce Lawyer: A Rushed Gray Divorce Can Destroy Your Retirement

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

A 1031 Exchange May Look Great on Paper, But It's Not Just About Taxes If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

New Wealth Taxes Could Drive Residents Out of High-Tax States in 2026: But Will You Still Owe Taxes After Moving?