Personal Finance & Planning
Perspectives on financial planning and investments from Charles Schwab & Co., Inc.
Personal Finance & Planning
Life Expectancy in Retirement
A closer look at perhaps the most important assumption of retirement planning: life expectancy.
529 College Savings Plans
The 529 savings plan provides several tax advantages when used for education expenses.
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.
Become a Better Money Manager
Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.
Comparing State Taxes
Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.
Personal Finance & Planning
How to Use a QPRT
Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.
Air Jordans: Diversification
My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.
Estate Tax Uncertainties
Three trust types that may help guard against future estate tax changes.
Personal Finance & Planning
How Collectibles Are Taxed
When it comes to taxes, collectibles are treated differently than securities. Selling or bequeathing a valuable collection requires careful tax planning.
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.
Ways to Pay for College
With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.
Personal Finance & Planning
Philanthropy During a Crisis
The need for giving has never been greater, especially when disaster strikes. Two philanthropy experts discuss ways donors are rising to the occasion.
529s for Multiple Generations
Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.
Wealth Transfer While Living
It can sometimes make sense to gift assets to heirs during your lifetime rather after you're gone. Here's what to consider.
Personal Finance & Planning
The Business of Consulting
If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.
What Is a Conservatorship?
A conservatorship grants a person legal authority over another's financial and personal matters in the event of incapacity. Here's how they work and how to potentially avoid one.
Retiring Single
Single retirees face special considerations for everything from saving enough to planning for incapacity. These five questions will help you get ahead of any potential challenges.
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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.