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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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The U.S. Penny Is History

After more than 200 years, the U.S. government is discontinuing one-cent pennies, primarily because it costs much more to mint them than they are worth.

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