Planning

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Outdated beneficiary designations on financial accounts could mean your money gets sent to the wrong person.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.

Custodial accounts eventually transfer to the child, whether at age 18 or later. It depends on state law and account details. Here’s what families should know before it happens.

You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.

Understand the key differences between revocable and irrevocable trusts, their main components and which aligns with your estate planning goals.

Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.

Custodial accounts are taxed in the child’s name, but certain rules such as the “kiddie tax” may apply. Learn how contributions, earnings and tax-filing requirements work.

Independent financial living is possible for members of the neurodivergent community. Read on to find out how.