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Personal Finance & Planning

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

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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Save While Traveling Abroad

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

July 13, 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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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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Who Needs Umbrella Insurance?

Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

June 18, 2026

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Family Loan Do's and Don'ts

While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.

June 12, 2026

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Investing With Kids

There are many ways to invest on behalf of and in partnership with your kids. Here are some key account types for education savings, stock trading, and retirement.

June 11, 2026

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How to Improve Credit Score

Want to improve your credit score? Start by understanding why it's important, then focus on how to do it effectively.

June 11, 2026

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Comparing State Taxes

Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.

June 11, 2026

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Views on What to Leave Behind

Boomers and millennials bring different life experiences and values to generational wealth transfer, influencing how—and when—they pass wealth along.

June 10, 2026

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What Is the FIRE Movement?

Even if early retirement isn't your goal, FIRE principles may help savers build more financial independence over time.

June 10, 2026

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Save Money on Domestic Travel

Smart planning can help you keep travel costs manageable while helping you get more from your trip.

June 09, 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.