Planning

Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.

With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.

A wealth manager may help individuals continue to build wealth, minimize liabilities, create estate plans, and more. Learn how wealth management services work.

All eligible newborns could receive a Trump Account with a $1,000 government deposit. Here’s some information about how Trump Accounts work and how they compare to some other savings tools.

Online scams take billions of dollars in wealth from unsuspecting people every year. While new technology is enabling new schemes, we have resources to help.

It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.

A beneficiary is someone you designate to inherit your wealth. Learn more about how to add one and the different types here.

While many people map out the care of their human loved ones in their estate planning, it may be important to ensure that pets will be cared for, too. Read more here.

Certain travel splurges might elevate your trip, but others may not be worth it. Start by asking yourself what you want out of your vacation – and if spending extra money supports those goals.

Summer is a great time for kids to enjoy themselves and pick up new skills. Ever thought about using the free time to help them learn about money through finance games?

Choosing private or public school can be a tough decision when going to college. Keep reading to learn how to use cost-benefit analysis to make that decision.

Diana Menaker is a Select Advisor and Managing Director with J.P. Morgan Wealth Management. She spoke with The Know about financial planning and end-of-year giving.

Wealth Partner Elizabeth Weikes gives her advice on investing, mentorship and careers.

In celebration of Women’s History Month, we sat down with Michelle Ramos, a J.P. Morgan Private Client Advisor based in Livermore, California. Hear what she had to say.

For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.

How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?

Bringing up the subject of estate planning with aging loved ones can be difficult. However, having a plan in place can offer peace of mind for the whole family. Learn more here.