Qualified Charitable Distributions Explained
The information in this article is up to date for tax year 2025 (returns filed in 2026). Qualified Charitable Distributions (QCDs) let those 70½ or older donate directly from their IRAs to charities, avoiding taxable income. This article explains how QCDs work, who...
Personal Finance 101: Money Moves for Young Adults
Let’s be real — adulting comes at you fast. One minute you’re in school, the next you’re staring at your bank app wondering where all your money went. Managing your personal finances might feel overwhelming at first, but the good news is: you don’t need to be a...
Fun Things to Do with Your Tax Refund (Without the Guilt)
Your tax refund just landed in your account—cue the happy dance! Whether it’s a few hundred bucks or a few thousand, you might be wondering: Should I save it or spend it? Well, we’ve got good news—you can absolutely treat yourself and be smart about it. A tax refund...
10 Smart Ways to Spend Your Tax Refund
Tax refund season is here—what will you do with yours? For many Americans, tax season ends with a pleasant surprise: a refund check from the IRS. While it’s tempting to splurge on something flashy, your tax refund is a great opportunity to strengthen your financial...
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