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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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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.

June 06, 2025

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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.

June 06, 2025

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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.

June 06, 2025

College and education

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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.

June 06, 2025

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3 Graduation Gift Ideas

Schwab strategists share three ways to help improve the financial standing of your recent grad.

May 23, 2025

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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.

April 10, 2025

Estate planning

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What Is Probate?

How to minimize your estate's exposure to this notoriously expensive and time-consuming process.

June 06, 2025

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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.

June 06, 2025

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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?

June 06, 2025

Saving for retirement

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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.

June 06, 2025

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Your Nest Is Empty—Now What?

After years of focusing on your kids, it's time to focus on yourself. Here's what empty nesters need to know about planning for their next big milestone: retirement.

April 28, 2025

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4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

April 16, 2025

In retirement

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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.

June 06, 2025

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 06, 2025

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Prepare for Natural Disasters

Natural disasters happen. Schwab Senior Financial Planner Dan Stanush experienced one firsthand and shares how to prepare your finances in case it happens to you.

May 05, 2025

Tax planning

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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?

June 06, 2025

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 06, 2025

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3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

April 15, 2025

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Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and 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.