Planning

Changing a beneficiary affects who receives your assets after you die. Understand the impact of changing your beneficiary and the limits on possible updates.

Trump Accounts launched in July 2026 for certain children under the age of 18. Some newborns may even be eligible for a $1,000 government deposit. Learn how these accounts work and how they compare to other investing options.

Becoming a caretaker for aging parents is a role reversal for many adults. Learn how to approach organizing finances, planning ahead and preventing elder fraud.

Custodial accounts can impact financial aid eligibility. Learn how a UGMA or UTMA account is treated on the FAFSA and what families should consider when planning for their child’s future education.

Compare Trump Accounts and 529 plans to learn how each works – and how opening both accounts could help support your child’s long-term financial future.

A Trump Account is a tax-advantaged investment account that can help you save for your children’s financial future. Learn how these accounts could work alongside other options.

If you depend on Social Security, knowing when you’ll get your checks is key to keeping your finances in order. Here’s the payment schedule for 2026.

Outdated beneficiary designations on financial accounts could mean your money gets sent to the wrong person. Here’s when you should update yours – and how to do it.