Personal Finance & Planning
Perspectives on financial planning and investments from Charles Schwab & Co., Inc.
Personal Finance & Planning
What Is Probate?
How to minimize your estate's exposure to this notoriously expensive and time-consuming process.
How to Fund a Scholarship
For families of means, funding a scholarship is an attractive way to perpetuate their values and support future generations of learners. Here are four questions to answer before you get started.
How to Negotiate a Home Deal
When it comes to purchasing a new home, you can negotiate on more than just price. Here are five tips to help you get a better deal.
Trustee vs. Beneficiary
Failing to clearly define your intentions can create conflicts between beneficiaries and trustees—and could even lead to a legal battle. Here are three ways to help keep the peace.
Behavioral Bias and Your Money
When it comes to money, sometimes it's difficult to make rational decisions. Here, Mark Riepe and Katy Milkman discuss how behavioral biases could be impeding your financial goals.
Personal Finance & Planning
Paying Off a Mortgage Early
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
A Guide to Retirement Planning
Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.
Are Digital Payments Safe?
Digital payment services boast security features that go above and beyond traditional payment methods. Here's what to know about the most common services.
Personal Finance & Planning
ILITs and the Three-Year Rule
Life insurance gifted to an irrevocable life insurance trust (ILIT) within three years of your death will be included in your estate for tax purposes. Can you avoid a clawback?
Helping College Grads Invest
Looking for a meaningful college graduation present? Consider opening up the world of investing.
Women and Money
We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.
Personal Finance & Planning
Financial Tips for New Parents
Raising a child is expensive. Here's how to set financial goals for your child's milestones while keeping your own retirement plans on track.
3 Graduation Gift Ideas
Schwab strategists share three ways to help improve the financial standing of your recent grad.
Estate Planning for Couples
How couples can approach estate planning to protect the surviving spouse.
Personal Finance & Planning
What is Disability Insurance?
Disability insurance can help protect your income and peace of mind. Learn how short-term and long-term disability insurance works, how to get them, and more.
5 Myths About Legacy Planning
For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.
7 Good Ideas for New Investors
There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.
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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.