Planning

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.

Trump Accounts are expected to be available 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.

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Outdated beneficiary designations on financial accounts could mean your money gets sent to the wrong person.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

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.

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.

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