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Qualified Small Business Stock (QSBS): Guide and Benefits

Investing

Qualified Small Business Stock (QSBS): Guide and Benefits

Qualified small business stock (QSBS) is stock in which any profits from its sale are not subject to capital gains tax if the stock is held for a minimum period.

Jul 18, 2026

UTMA & UGMA Custodial Accounts: Overview, Benefits

Investing

UTMA & UGMA Custodial Accounts: Overview, Benefits

A UTMA or UGMA account is a taxable investment account that an adult custodian controls on behalf of a minor until the child becomes a legal adult.

Aug 1, 2026

I Bonds Explained: Inflation-Protected Savings for Investors

Investing

I Bonds Explained: Inflation-Protected Savings for Investors

I bonds are savings bonds that protect against inflation. I bonds have a fixed interest rate plus an inflation rate that adjusts twice a year based on CPI changes.

Aug 1, 2026

Tax-Deductible Donations: 2025-2026 Rules for Giving to Charity

Taxes

Tax-Deductible Donations: 2025-2026 Rules for Giving to Charity

Charitable contributions are generally tax-deductible if you itemize. The amount you can deduct may range from 20% to 60% of your adjusted gross income.

Aug 1, 2026

5 Scary Things About the Government Shutdown

Budget Planner

5 Scary Things About the Government Shutdown

On Saturday, the government shutdown staggers into its second month, and its effects will be felt by more people.

Aug 1, 2026

Qualified Opportunity Funds: How QOFs Work, Pros, Cons

Investing

Qualified Opportunity Funds: How QOFs Work, Pros, Cons

Qualified opportunity funds (QOFs) pool money to invest in businesses or properties in distressed areas. Investors get preferential capital gains tax treatment.

Aug 1, 2026

How Rate Cuts Affect CDs, Treasurys and Savings Accounts

Investing

How Rate Cuts Affect CDs, Treasurys and Savings Accounts

Some saving and investing products are more sensitive to rate cuts than others. Here's how CDs, cash accounts, Treasurys and savings accounts will respond to rate cuts.

Aug 1, 2026

Restricted Stock Units: RSU rules, pros and cons

Investing

Restricted Stock Units: RSU rules, pros and cons

RSUs are company shares you receive from your employer as part of your overall compensation.

Aug 1, 2026

Fed Cuts Rates; Powell Says Future Cuts ‘Far From’ Certain

Budget Planner

Fed Cuts Rates; Powell Says Future Cuts ‘Far From’ Certain

The Fed cut rates for the second time this year amid dissent among committee members and a government shutdown that has left key economic data unavailable.

Aug 1, 2026

1031 Exchange: Definition and Rules

Taxes

1031 Exchange: Definition and Rules

A 1031 exchange, named after Section 1031 of the tax code, can defer capital gains taxes on a sale of investment property by reinvesting in similar property.

Aug 1, 2026

What Is Revenge Saving (and Should You Be Doing It)?

Budget Planner

What Is Revenge Saving (and Should You Be Doing It)?

It’s the latest money trend fueled by emotion — here’s why it’s catching on, and when it could backfire.

Aug 1, 2026

Living Paycheck to Paycheck: A Hardship or Good Budgeting?

Budget Planner

Living Paycheck to Paycheck: A Hardship or Good Budgeting?

Nearly two in five Americans (38%) with household incomes of $100,000 or more say they live paycheck to paycheck. Here's what they mean.

Aug 1, 2026

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