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United States Treasury check on top of income tax return form; concept of tax refund.
Paper Tax Refund Checks Being Phased Out by the IRS

As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the Internal Revenue Service (IRS) is phasing out paper tax refund checks for individual taxpayers for the 2026 federal tax filing season.(1)

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Taxing Social Security Benefits: Clearing the Confusion

When the One Big Beautiful Bill Act (OBBBA) was passed in the summer of 2025, there was some confusion in messaging from the Social Security Administration about taxation of benefits.(1–2)

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A Roadmap for Your Family

A will is an essential legal document that describes how your estate should be distributed upon your death.

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Wealthy Colleges Face Expanded Endowment Tax

Over the past year, colleges have faced several headwinds, including funding cuts, political entanglements, and student concerns about affordability and return on investment.

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides.

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