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A Historical Look at Giving Season
Sep 21, 2023
The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.
Retirement and estate planning for unmarried couples
Sep 12, 2023
Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.
Protecting estate plans from hostile family members may be advisable
Sep 08, 2023
LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.
The first rule of philanthropy: Know your “why”
Aug 18, 2023
Having a clear idea of the impact you hope to achieve is the best starting point for a process that is rewarding – and often complex.
New York estate planning
Aug 18, 2023
When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.
How to find meaning and purpose in a life of plenty?
Jul 24, 2023
For next-generation family members: Find your way forward by developing these four core competencies.
How to prepare your finances for marriage
Jul 21, 2023
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
A 'barbershop' talk on financial literacy with Daymond John
Jul 20, 2023
J.P. Morgan Wealth Management hosted an event with Daymond John, who discussed Black wealth and the role of community in building and leaving a legacy.
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