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Personal Finance & Planning

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

Staggered Retirements

Couples with an age gap must plan for the financial and emotional implications of a staggered retirement.

March 06, 2026 • Jeannie Bidner

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SARs

Learn about stock appreciation rights (SARs), including how they work, how to participate, and how they may impact your taxes.

March 06, 2026

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How to Decide Who Gets What

Choosing your heirs and how they receive your assets is a vital—and often complicated—aspect of preparing your estate.

March 06, 2026

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Contribution Limits for 2026

Contribution limits increased for most savings accounts this year, as did the estate and gift tax limits. Find out what's new for 2026.

March 06, 2026

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3 Estate-Planning Fallacies

Fewer families may be subject to federal estate tax—but neglecting the rest of your estate plan could be one big, beautiful mistake.

March 06, 2026

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Veterans and Money

Veterans can face unique financial challenges. A veteran and Schwab Branch Manager offers ideas on how veterans can help secure their financial futures.

March 04, 2026

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Investing in Your 20s

One of the most important things you can do in your 20s is to develop good financial habits. Here's how to get started.

February 18, 2026

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Money and Relationships

From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.

February 13, 2026

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Dating and Money

Questions about who should pay for what and when? We share five ideas to help you be social and smart about your money at the same time.

February 11, 2026

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Recover From a Trading Loss

A big trading loss can have a lasting impact on a trader's state of mind and hinder successful trading. Learn how to process losses and return to disciplined trading.

February 10, 2026

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529 Eligible Expenses

529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.

February 06, 2026

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Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

February 06, 2026

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401(k)—Scam or Smart Move?

Have you heard on social media that a 401(k) is a scam? Here's why it isn't—and ideas on how you can use it wisely.

February 04, 2026

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Smart Margin Trading Explained

Margin trading can boost returns but also amplify losses. Understand the finer points of margin risk and ways to use margin.

February 03, 2026

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Life Insurance Alternatives

Retirees can use a life insurance retirement plan to supplement their income, but it might not be the most effective strategy. Here are three alternatives to consider.

February 03, 2026

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3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

February 02, 2026

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401(k) Student Loan Match

Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.

February 02, 2026

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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.