Planning

Trump Accounts are expected to be available in 2026 for children 18 and younger. 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.

The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.

Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.

Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.

Smart financial planning for business owners means thinking ahead about retirement, taxes, insurance, and succession, both for yourself and your company.

J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.

Changes made possible by the One Big Beautiful Bill Act could make it easier for taxpayers to qualify for 0% capital gains. Learn how capital gains work and how to qualify for tax-free gains.

Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.