Planning

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

Private wealth management is a type of financial advisory that encompasses financial planning, investment management and more. Learn how it works.

Comparing your net worth to the average net worth by age can help you see how your finances stack up. Start building your net worth today

While taxes are inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider that could help you handle your 2024 U.S. taxes and prepare for a changing landscape in 2025.

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.

Home ownership is one of the most common ways of building generational wealth, but tangled titles can be a hurdle in achieving this. Read on to learn more.

For women over 50 facing divorce, the financial impact can be more severe than for men. Read on to learn why and how to financially thrive regardless.

Effective strategies for reducing credit card debt, from disciplined budgeting to negotiating with creditors, can help improve your financial mobility. Learn more here.

Becoming a caretaker for aging parents is a role reversal for many adults. Read on to learn how to approach being in this position.

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.