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Personal Finance & Planning

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

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  • Personal Finance & Planning

    3 Alternatives to Cash Gifts for Graduation

    June 1, 2022
    Schwab strategists share three ways to help improve the financial standing of your recent grad.
  • Tax Strategies
    Personal Finance & Planning

    Tax-Efficient Investing: Why Is It Important?

    May 12, 2022
    Making tax-efficiency part of your investing strategy can help lower your tax bill.
  • Personal Finance & Planning

    Do You Need to Appoint a New Family CFO?

    May 9, 2022
    How to ensure a smooth transition when your family’s chief financial officer is no longer able to serve.
  • Personal Finance & Planning

    Help Your College Grad Become an Investor

    May 10, 2022
    Looking for a meaningful college graduation present? Consider opening up the world of investing.
  • Personal Finance & Planning

    Potential, Long-Term Benefits of Investing Your HSA

    May 3, 2022
    Health savings accounts are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.
  • Personal Finance & Planning

    Why You Should Establish Trusted Contacts

    April 7, 2022
    Designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.
  • Personal Finance & Planning

    3 Ways to Pass Down a Home

    April 7, 2022
    The pros and cons of different methods for leaving a home to your heirs.
  • Tax Strategies
    Personal Finance & Planning

    4 Common Tax-Filing Mistakes and How to Avoid Them

    March 24, 2022
    Watch out for these common errors when preparing your tax return.
  • Personal Finance & Planning

    The Estate Tax and Lifetime Gifting

    March 14, 2022
    If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
  • Personal Finance & Planning
    Onward

    4 Ways to Fight Identity Theft

    March 4, 2022
    How to keep fraudsters from stealing your identity.
  • Personal Finance & Planning
    Onward

    Should You Add Life Insurance to Your Estate Plan?

    March 4, 2022
    Adding life insurance to your estate plan can help give your heirs flexibility in the future.
  • Personal Finance & Planning
    Onward

    How to Manage a Windfall

    March 4, 2022
    Three tips for incorporating a large influx of assets into your financial plan.
  • Personal Finance & Planning
    Onward

    SLAT Trusts: An Estate Planning Strategy for Couples

    March 4, 2022
    A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.
  • Personal Finance & Planning
    Onward

    Financial Considerations of Moving Abroad

    March 4, 2022
    More and more Americans are establishing second homes abroad. Here’s how to prepare your finances before making the move.
  • Personal Finance & Planning
    Preparing for the cost of college

    Saving for College: Custodial Accounts

    February 17, 2022
    Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don’t cover.
  • Personal Finance & Planning

    RMD Strategies to Help Ease Your Tax Burden

    February 16, 2022
    RMDs can take a toll on your tax bill. Consider these strategies to help reduce the sting.
  • Personal Finance & Planning

    Money Talks: How to Resolve Conflicts with Your Partner

    February 11, 2022
    How couples can be more productive—and keep the peace—when discussing financial matters.
(1120-0CXC) (04/21)

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.

Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank and Charles Schwab Bank, SSB, Members of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

© 2022 Schwab Retirement Plan Services, Inc. All rights reserved. (0321-1RKA) 04/21

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