Inflation may have been relatively tame in February, but that might not matter much to financial markets and the Fed.

A larger tax refund can be a rare opportunity to strengthen your finances in one move. How you use it could shape your savings, debt costs, and long-term wealth.

How Dr. Preston D. Cherry, CFP®, founder of Concurrent Wealth Management, is guiding his Gen X clients on using AI tools responsibly for financial planning and decision-making.