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Personal Finance & Planning

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

Trump Accounts: What to Know

Learn how Trump Accounts could help families save for their children's futures with flexible contributions and tax-free growth potential.

July 29, 2026 • Hayden Adams

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5 Types of Mortgage Loans

Learn about the most common types of mortgages and what to consider when originating a home loan.

July 29, 2026

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5 Money Traps to Avoid

From savings mistakes to over-concentration, find out some common money traps as well as some ways around them.

July 28, 2026

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First-time Homebuyer Tips

Buying your first home can be exciting but make sure you're prepared for all of the financial ramifications.

July 27, 2026

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What Is the Sunk Cost Fallacy?

The desire to get your money's worth can lead you in some potentially harmful directions.

July 23, 2026

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Business Succession Planning

For entrepreneurs, retirement planning should include decisions about their company's future. Here are strategies to consider for successfully transferring ownership of a business.

July 21, 2026

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SLATs for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

July 21, 2026

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Your Retirement Lifestyle

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

July 17, 2026

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Rewriting Travel Itineraries

Amid rising costs, Americans are redefining what it means to be wealthy and what a worthwhile summer vacation looks like.

July 15, 2026

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529-to-Roth IRA Rollovers

Unused 529 funds can be rolled into the beneficiary's Roth IRA without a tax penalty. But that's probably not a reason to overfund 529s.

July 15, 2026

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Moving Abroad and Your Money

More and more Americans are establishing second homes abroad. Here's how to prepare your finances before making the move.

July 14, 2026

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Equity Comp in Financial Plans

Learn how to build equity compensation into your financial plan. We'll cover seven tips from setting goals and mapping out key decisions to managing taxes and diversifying risk.

July 13, 2026

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Save While Traveling Abroad

Don't let unnecessary expenses eat into your vacation budget.

July 13, 2026

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Social Security Benefit Cuts?

Fear around the future of Social Security payments is understandable, but it should not solely drive decisions on when to claim benefits.

July 09, 2026

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7 New Homeowner Money Mistakes

The first year of homeownership can feel personally fulfilling—and financially draining. Here are 7 money mistakes new homeowners could make and ideas on how to avoid them.

July 01, 2026

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Your Mid-Year Money Check Up

Are you on track to meet your financial goals? Follow these five steps to find out.

June 26, 2026

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Warn Your Parents About Fraud

Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

June 24, 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.