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Personal Finance & Planning

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

Personal Finance & Planning

Start Your Estate Plan Early

No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.

March 22, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

Save Money Traveling Abroad

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

March 14, 2023

Taxes and Investment Properties

A 1031 exchange can help you defer capital gains taxes on an investment property by investing sale proceeds into another property.

March 10, 2023

Handling an Inherited Business

Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.

March 10, 2023

Personal Finance & Planning

The Risk of Too Much Cash

When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing and reentering the market gradually.

March 10, 2023

Taxes and Investment Properties

A 1031 exchange can help you defer capital gains taxes on an investment property by investing sale proceeds into another property.

March 10, 2023

Handling an Inherited Business

Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.

March 10, 2023

Personal Finance & Planning

Borrowing Against Your Assets

Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

March 10, 2023

Beware P2P App Scams

What are the risks of peer-to-peer payment apps? Here's what you should know to avoid potential pitfalls and scams.

March 10, 2023

Keep Beneficiaries Current

Designating beneficiaries is a simple way to help protect your estate and avoid probate.

March 08, 2023

Personal Finance & Planning

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.

March 08, 2023

Save Money on Domestic Travel

Stay on budget and enjoy your vacation.

March 07, 2023

Coverdell Savings Accounts

Coverdell Education Savings Accounts can provide more flexible investing options compared to 529 college savings plans.

March 03, 2023

Personal Finance & Planning

Costly College-Saving Mistakes

A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.

March 02, 2023

Focusing on a Tax Refund?

Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.

March 01, 2023

College Custodial Accounts

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.

February 24, 2023

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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.