Personal Finance & Planning
Retirement Savings Milestones: How Much Should You Have Now?
by Rob Williams
June 02, 2017
Measuring progress toward your retirement goals isn’t easy, so we created some milestones you can use to see how your savings stack up.
by Rob Williams
June 02, 2017
Measuring progress toward your retirement goals isn’t easy, so we created some milestones you can use to see how your savings stack up.
The Estate Tax and Lifetime Gifting
by Rande Spiegelman
January 06, 2017
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
by Rande Spiegelman
January 06, 2017
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
New Year's Financial Resolutions: Get Your Finances in Shape for 2017
by Rande Spiegelman
December 29, 2016
Five resolutions to reshape your finances in the year ahead.
by Rande Spiegelman
December 29, 2016
Five resolutions to reshape your finances in the year ahead.
Bond Ladders: A Useful Tool for Retirement Income
by Rob Williams
April 18, 2016
Bond ladders can help you manage cash needs in retirement, allowing you potentially to take more risk elsewhere in your portfolio.
by Rob Williams
April 18, 2016
Bond ladders can help you manage cash needs in retirement, allowing you potentially to take more risk elsewhere in your portfolio.
Set Up Your Grad for Success
by Carrie Schwab-Pomerantz
November 21, 2014
Guidance to consider as your recent college grad enters the working world.
by Carrie Schwab-Pomerantz
November 21, 2014
Guidance to consider as your recent college grad enters the working world.
Charitable Donations: The Basics of Giving
by Rande Spiegelman
October 29, 2014
Helpful tax tips for your end-of-year charitable contributions, including stock donations.
by Rande Spiegelman
October 29, 2014
Helpful tax tips for your end-of-year charitable contributions, including stock donations.
Giving to Charity: 4 Smart Strategies
by Rande Spiegelman
October 29, 2014
Make the most of charitable giving. Consider these accounts to further your philanthropic goals and receive a few tax advantages as well.
by Rande Spiegelman
October 29, 2014
Make the most of charitable giving. Consider these accounts to further your philanthropic goals and receive a few tax advantages as well.
Saving for College: Coverdell Education Savings Accounts
by Rande Spiegelman
August 20, 2014
An Education Savings Account is a great way to invest money to help pay for your child’s college education.
by Rande Spiegelman
August 20, 2014
An Education Savings Account is a great way to invest money to help pay for your child’s college education.
A Living Trust Can Help You and Your Heirs
by Rande Spiegelman
June 09, 2014
A living trust can benefit you during your lifetime and, upon your death, help ensure that your assets go directly to the people you've designated.
by Rande Spiegelman
June 09, 2014
A living trust can benefit you during your lifetime and, upon your death, help ensure that your assets go directly to the people you've designated.
Saving for College: 529 College Savings Plans
by Rande Spiegelman
May 28, 2014
A 529 college savings plan is perhaps one of the best ways to invest money to help pay for your child's college education.
by Rande Spiegelman
May 28, 2014
A 529 college savings plan is perhaps one of the best ways to invest money to help pay for your child's college education.
Donor-Advised Funds: Making Charitable Giving Strategic, Easy, Tax Smart
by Rande Spiegelman
May 07, 2014
If you want to give to charity and get a tax deduction, but you aren't sure how or to whom you want to give, a donor-advised fund could be a good option.
by Rande Spiegelman
May 07, 2014
If you want to give to charity and get a tax deduction, but you aren't sure how or to whom you want to give, a donor-advised fund could be a good option.
Measure Progress Toward Your Long-Term Goals
by Rande Spiegelman
April 14, 2014
Are you on track to meet your financial goals? Learn how to create custom performance benchmarks and a personal net worth statement.
by Rande Spiegelman
April 14, 2014
Are you on track to meet your financial goals? Learn how to create custom performance benchmarks and a personal net worth statement.
Borrow Smart: How to Use Debt Wisely
by Rande Spiegelman
March 20, 2014
Four low-rate loans with tax-deductible interest that will help you manage your household debt and minimize your payments.
by Rande Spiegelman
March 20, 2014
Four low-rate loans with tax-deductible interest that will help you manage your household debt and minimize your payments.
Smart Tax Strategies for Your Estate Plan
by Rande Spiegelman
February 05, 2014
Make the most of your estate plan with these tax savvy strategies.
by Rande Spiegelman
February 05, 2014
Make the most of your estate plan with these tax savvy strategies.
Why Cash-Out Refinancing to Invest Doesn't Add Up
by Schwab Center for Financial Research
October 23, 2013
Gambling with borrowed money is a recipe for disaster—comparing interest rates doesn't tell the whole story.
by Schwab Center for Financial Research
October 23, 2013
Gambling with borrowed money is a recipe for disaster—comparing interest rates doesn't tell the whole story.
Stretching Your IRA: Transferring Wealth to the Next Generation
by Rande Spiegelman
July 16, 2013
An IRA can allow you to transfer wealth to future generations while reducing, deferring or even eliminating income taxes on your retirement savings.
by Rande Spiegelman
July 16, 2013
An IRA can allow you to transfer wealth to future generations while reducing, deferring or even eliminating income taxes on your retirement savings.