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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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What is the Sunk Cost Fallacy?

The desire to get your money's worth can lead you in some potentially harmful directions.

May 12, 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

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Managing Kids' Sports Costs

If the high cost of today's youth sports is putting a strain on your budget, here are some economical ways to keep your kids playing—and you cheering them on.

April 30, 2025

College and education

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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

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Help Heirs Pay for College

Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

April 04, 2025

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Costly College-Saving Mistakes

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

March 14, 2025

Estate planning

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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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Help Heirs Pay for College

Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

April 04, 2025

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Upstream Gifting & Estate Taxes

Gifting assets to older rather than younger generations may offer multiple advantages.

March 07, 2025

Saving for retirement

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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

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IRA Rules: 8 Things to Know

Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.

March 26, 2025

In retirement

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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

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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

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3 Retirement Income Mistakes

Avoiding simple mistakes can extend the life of your portfolio. Here are three common mistakes retirees make with their retirement income.

April 11, 2025

Tax planning

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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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Taxes in Retirement

As you approach and enter your golden years, calculating your tax obligations could be tricky.

March 14, 2025

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Contribution Limits for 2025

Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Here's a look at what else is new for contribution and gifting limits in 2025.

March 07, 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.