Personal Finance & Planning
Perspectives on financial planning and investments from Charles Schwab & Co., Inc.
Personal Finance & Planning
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.
Stock options: NQSOs & ISOs
Information about stock options, including NQSOs and ISOs, what they are, how they're taxed, and how to sell your shares.
Info on restricted stocks
Information about restricted stock units (RSUs) and awards (RSAs), including what they are, how they're taxed, and how to sell your shares.
Info about ESPPs
Learn about Employee Stock Purchase Plans (ESPPs), including how to enroll and participate, and tax implications.
Family Help: Loan vs. Gift
Be sure you know what you're getting into before you agree to a family loan.
Personal Finance & Planning
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.
SLATs for Couples
A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.
How to Keep Your Accounts Safe
How to stay ahead of the cybersecurity curve and combat increasingly sophisticated attacks.
Personal Finance & Planning
Optimism Versus Reality
Investors are optimistic they'll achieve their financial goals, thanks to access to more investment options. But many investors also don't feel in control of their finances.
Education Savings Accounts
You have a variety of choices when it comes to saving for your child's education: 529 plans, Coverdell ESAs, and custodial accounts. Let's review your choices.
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.
Personal Finance & Planning
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.
Storing Estate Documents
Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.
Protecting Your IP
Artists, inventors, and other creators may have valuable intellectual property (IP) that must not be overlooked in estate planning. Here's how to identify, value, and incorporate your IP into your estate plan.
Personal Finance & Planning
Your Retirement Lifestyle
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
How to Maximize Travel Points
The Points Guy shares tips for making the most of your travel perks.
Life Insurance and Your Estate
Adding life insurance to your estate plan can help give your heirs flexibility in the future.
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Insights & Ideas 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 conditions.