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Money Talk: Where personal finance gets personal

Managing your money can be complicated. That's why we're here to help. No matter how much or how little you know about money, our team of certified financial experts offer insights to help you move your financial life forward.

Ask Carrie

9 Scary Money Mistakes

What can Halloween teach you about money? Personal finance and investing don't have to be scary when you avoid these common mistakes.

October 06, 2025 Cindy Scott

Passion Budgeting

Budgeting may sound boring, but passion budgeting can be fun. And it can help make you happier about how you spend your money. Here's how to get started.

October 01, 2025

Get Ready for Open Enrollment

During this year's open enrollment period, take the time to fully read through your employee benefits package. You may discover employee benefits that could help save you money.

September 30, 2025

Money Planning for Group Trips

Traveling with friends can be a blast—but splitting costs can get tricky. Here's how to handle expenses to help keep things smooth and fun for everyone.

September 10, 2025

How to Freeze Your Credit

If you've received notice that your information has been compromised in a data breach, consider freezing your credit right away. Here's how.

September 03, 2025

Ask Carrie

A Credit Card Debt Exit Plan

Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here is a plan that could help you pay down your credit card debt.

August 27, 2025

Air Jordans: Diversification

My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

August 20, 2025

Medicare Decisions to Make Now

There's more to enrolling in Medicare than just turning 65. Make these Medicare decisions ahead of time—then celebrate.

August 12, 2025

Ask Carrie

Concerts Without Debt or FOMO

Today's concerts are designed to feel like once-in-lifetime experiences with sky-high prices to match. Don't go into debt to enjoy the show.

August 12, 2025

6 Steps for a Slowing Economy

The economy moves in cycles. But instead of worrying about a downturn, take these steps to help prepare your finances for whatever the future may bring.

August 06, 2025

Budgeting for Student Loans

Ready to face student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.

July 31, 2025

Ask Carrie

What is a Prenup?

There are a lot of positives about prenups. Having the money conversation with your future spouse before you tie the knot is right up there at the top.

July 09, 2025

Rental Property Investing

Real estate rentals could be a good source of passive income. But there's more to being a landlord than meets the eye. Check out these best practices and common pitfalls.

July 02, 2025

Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

June 26, 2025

Ask Carrie

The Reverse Boomerang

Open and honest communication can help you go into multigenerational living with your eyes wide open.

June 26, 2025

How Much Car Can I Afford?

Wondering how much car you can afford? Here are five things to consider before signing on the dotted line.

June 11, 2025

What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

June 10, 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. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.