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Personal Finance & Planning

Perspectives on financial planning and investments from Charles Schwab & Co., Inc.

5 Remodeling Money Mistakes

Remodeling your home can be your own transformation story, but make sure you think it through and avoid these five common financial mistakes.

January 20, 2026 • Jeannie Bidner

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Having the Long-Term Care Talk

Starting a conversation with loved ones about long-term care can be intimidating, however, having the talk can help both parties plan ahead and make important decisions together.

January 15, 2026

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Eat at Home, Build Wealth

Whether to eat out or cook at home is a lifestyle—and a financial—choice. Explore ways to cut dining-out costs so you can save more to help you hit your financial goals.

January 14, 2026

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Financial Steps After Spouse Loss

Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.

January 14, 2026

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Manage Your Money in a Divorce

Learn what financial steps to prioritize during a divorce, including calculating net worth, freezing certain assets, reviewing beneficiaries, and more.

January 13, 2026

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Equity Compensation—Fun Money?

When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.

January 12, 2026

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Ways to Pay for College

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.

January 12, 2026

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Automate Your Financial Future

You put your spending on automatic with monthly subscriptions for music, streaming services, or meal delivery. Why not put your savings on automatic too?

January 07, 2026

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A Guide to Rule 10b5-1 Plans

We'll cover the basics of what 10b5-1 plans are, who can use them, why they were created, and some features and considerations to think about before enrolling in a 10b5-1 plan.

January 07, 2026

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7 Moves to Financial Fitness

Resolving to get in better financial shape this year is a great idea. Here are seven smart moves to help you actually do it.

January 05, 2026

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What Is an FSA?

Want a tax break for being smart about saving for healthcare costs? Consider an FSA.

December 17, 2025

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529 College Savings Plans

The 529 savings plan provides several tax advantages when used for education expenses.

December 16, 2025

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Do You Need a Trust?

Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.

December 08, 2025

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Tax Brackets 2025

Learn how 2025 tax brackets affect your filing strategy, deductions, retirement contributions, and credits—and how to plan smarter before Tax Day.

December 08, 2025

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How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

December 03, 2025

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Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

December 03, 2025

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Money Gifts with Guilt

It can feel like a windfall when you get a monetary gift from a family member. But make sure you understand the expectations that may come with the money.

December 03, 2025

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Insights & Education are provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.