Personal Finance & Planning
Disaster Planning: How to Build a Financial Emergency Kit
by Schwab Newsroom
September 08, 2017
If calamity strikes, having access to needed financial resources can make it easier to focus on what’s most important: your and your family’s physical safety.
by Schwab Newsroom
September 08, 2017
If calamity strikes, having access to needed financial resources can make it easier to focus on what’s most important: your and your family’s physical safety.
No Perfect Time
by Walt Bettinger
August 18, 2017
Instead of waiting for the perfect time to invest, just get started.
by Walt Bettinger
August 18, 2017
Instead of waiting for the perfect time to invest, just get started.
Beware Misleading Financial News
August 18, 2017
Are you getting your financial news from a trustworthy source?
August 18, 2017
Are you getting your financial news from a trustworthy source?
Lost Your Old 401(k)? Here’s How to Find It
August 18, 2017
How to track down an old or lost 401(k)—and help avoid losing it in the first place.
August 18, 2017
How to track down an old or lost 401(k)—and help avoid losing it in the first place.
The Rise of Jumbo Loans
August 18, 2017
As home prices have risen, so too has the demand for jumbo loans.
August 18, 2017
As home prices have risen, so too has the demand for jumbo loans.
Creating a Business Succession Plan
August 18, 2017
The who, what, where, when, why and how business-succession planning.
August 18, 2017
The who, what, where, when, why and how business-succession planning.
Financial Planning for the Self-Employed
August 18, 2017
How the self-employed can create a sound financial plan and save for retirement.
August 18, 2017
How the self-employed can create a sound financial plan and save for retirement.
Financial Planning for Your Second Marriage
August 18, 2017
Second marriages—and the blended families that sometimes come with them—require financial estate-planning strategies all their own.
August 18, 2017
Second marriages—and the blended families that sometimes come with them—require financial estate-planning strategies all their own.
5 Ways to Save Money When Traveling Abroad
July 17, 2017
Don’t let unnecessary expenses eat into your vacation budget.
July 17, 2017
Don’t let unnecessary expenses eat into your vacation budget.
Why Planning Matters
by Walt Bettinger
May 11, 2017
Look past today’s distractions and focus on the long term.
by Walt Bettinger
May 11, 2017
Look past today’s distractions and focus on the long term.
5 Ways to Help Protect Your Financial Data
May 11, 2017
Tips for how to keep your financial data more secure.
May 11, 2017
Tips for how to keep your financial data more secure.
3 Benefits of 529 College Savings Plans
May 11, 2017
A 529 plan can help curb the high cost of college.
May 11, 2017
A 529 plan can help curb the high cost of college.
Merging Families—and Finances
by Carrie Schwab-Pomerantz
May 11, 2017
Transparency in money matters can help forge a more perfect union.
by Carrie Schwab-Pomerantz
May 11, 2017
Transparency in money matters can help forge a more perfect union.
Teaching Young Adult Children About Money
May 11, 2017
Teaching your kids the importance of financial independence can be the best gift of all.
May 11, 2017
Teaching your kids the importance of financial independence can be the best gift of all.
Should You Be Worried About Rising Inflation?
May 11, 2017
With inflation inching higher, it may be time to recalibrate your portfolio.
May 11, 2017
With inflation inching higher, it may be time to recalibrate your portfolio.
At a Loss: How to Settle a Loved One’s Finances
May 11, 2017
Act quickly, stay organized, and get help if you need it.
May 11, 2017
Act quickly, stay organized, and get help if you need it.
Cash: What to Consider in the New Rate Environment
May 04, 2017
Rising interest rates could mean higher yields on cash and cash investments. Here are a few things to consider in the new rate environment.
May 04, 2017
Rising interest rates could mean higher yields on cash and cash investments. Here are a few things to consider in the new rate environment.
Using Fixed Indexed Annuities for Lifetime Income
April 26, 2017
Investors can use an FIA to transform a lump sum of ‘conservative money’ into a guaranteed stream of income by buying a GLWB rider.
April 26, 2017
Investors can use an FIA to transform a lump sum of ‘conservative money’ into a guaranteed stream of income by buying a GLWB rider.
Financial Planning with Fixed Indexed Annuities
April 26, 2017
Fixed indexed annuities can offer investors principal protection and a chance to earn higher returns than some conservative fixed-income alternatives when the stock market rises.
April 26, 2017
Fixed indexed annuities can offer investors principal protection and a chance to earn higher returns than some conservative fixed-income alternatives when the stock market rises.
7 Tips for the First-Time Home Buyer
April 11, 2017
Buying your first home can be exciting, but make sure you’re prepared for all of the financial ramifications.
April 11, 2017
Buying your first home can be exciting, but make sure you’re prepared for all of the financial ramifications.
Health Savings Accounts: FAQs About HSAs
April 10, 2017
Answers to the most commonly asked questions about HSAs.
April 10, 2017
Answers to the most commonly asked questions about HSAs.
Changing Jobs: Should You Roll Over Your 401(k)?
April 05, 2017
Consider these five strategies for handling an old 401(k).
April 05, 2017
Consider these five strategies for handling an old 401(k).
Saving for College: 5 Costly Mistakes to Avoid
April 03, 2017
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.
April 03, 2017
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.
The Importance of Tax-Efficient Investing
by Rande Spiegelman
April 03, 2017
Manage your taxable return with these tax-efficient investing strategies.
by Rande Spiegelman
April 03, 2017
Manage your taxable return with these tax-efficient investing strategies.
Baby Makes Three: Financial Planning for New Parents
March 29, 2017
Raising a child is expensive. Here’s how to set financial goals for your child’s milestones while keeping your retirement savings on track.
March 29, 2017
Raising a child is expensive. Here’s how to set financial goals for your child’s milestones while keeping your retirement savings on track.
Savings 101: How to Plan for College Bills
March 28, 2017
College costs are rising fast, and 529 plans don’t cover every school-related expense. Here’s what you need to know.
March 28, 2017
College costs are rising fast, and 529 plans don’t cover every school-related expense. Here’s what you need to know.
Homeownership: 4 Things to Know About Renting vs. Buying
March 21, 2017
Thinking about leaving your rental behind and buying a home? Here are four points to consider.
March 21, 2017
Thinking about leaving your rental behind and buying a home? Here are four points to consider.
Fixed-Rate Mortgage vs. ARM: How Do They Compare?
March 16, 2017
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
March 16, 2017
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
Investment Expenses: What’s Tax Deductible?
by Rande Spiegelman
March 15, 2017
Take advantage of these deductions if you’ve incurred investment expenses.
by Rande Spiegelman
March 15, 2017
Take advantage of these deductions if you’ve incurred investment expenses.
Thinking About Downsizing?
by Carrie Schwab-Pomerantz
March 14, 2017
Understand the finances of moving to a smaller home.
by Carrie Schwab-Pomerantz
March 14, 2017
Understand the finances of moving to a smaller home.
Why Market Returns May Be Lower in the Future
by Veerapan Perianan
March 13, 2017
President Trump may have the chance to fill a majority of the seats on the Federal Reserve Board. What does that mean for markets?
by Veerapan Perianan
March 13, 2017
President Trump may have the chance to fill a majority of the seats on the Federal Reserve Board. What does that mean for markets?
Health Savings Accounts: Maximizing Your HSA for Retirement Savings
by Rob Williams, Robert G Aruldoss
March 08, 2017
Health savings accounts offer tax advantages and other benefits that can complement your retirement savings plans. Find out how to get the most from your HSA.
by Rob Williams, Robert G Aruldoss
March 08, 2017
Health savings accounts offer tax advantages and other benefits that can complement your retirement savings plans. Find out how to get the most from your HSA.
Get Ready for Tax Season: Start Your 2016 Taxes
by Rande Spiegelman
March 03, 2017
This year taxes aren’t due until April 18, but a head start could save you from troubles and may uncover overlooked deductions.
by Rande Spiegelman
March 03, 2017
This year taxes aren’t due until April 18, but a head start could save you from troubles and may uncover overlooked deductions.
The Endowment Effect: Do You Overvalue Your Investments?
February 17, 2017
How the endowment effect works against your better judgment.
February 17, 2017
How the endowment effect works against your better judgment.
5 Tips for Newlyweds
February 17, 2017
Talking openly about finances at the start of your union means less disagreement later on.
February 17, 2017
Talking openly about finances at the start of your union means less disagreement later on.
Family Support: How to Help the Next Generation
by Carrie Schwab-Pomerantz
February 17, 2017
Establishing a family giving plan that is fair, values-oriented and tax-efficient.
by Carrie Schwab-Pomerantz
February 17, 2017
Establishing a family giving plan that is fair, values-oriented and tax-efficient.
Selecting Executors and Trustees for Your Estate
February 17, 2017
When choosing executors and trustees, should you enlist a loved one or leave it to a professional? We help you weigh the pros and cons of each.
February 17, 2017
When choosing executors and trustees, should you enlist a loved one or leave it to a professional? We help you weigh the pros and cons of each.
The Rise of Real Estate Stocks
by Brad Sorensen
February 17, 2017
Increasingly popular equity REITs can yield substantial dividends—but carry special risks.
by Brad Sorensen
February 17, 2017
Increasingly popular equity REITs can yield substantial dividends—but carry special risks.
Can You Answer These 10 Investing Questions? Take the Quiz
February 17, 2017
How many of these investing questions can you answer correctly?
February 17, 2017
How many of these investing questions can you answer correctly?
3 Strategies for Lowering Taxes in Retirement
February 17, 2017
Do you know how to keep the taxman at bay?
February 17, 2017
Do you know how to keep the taxman at bay?
Should You Pay Off Your Mortgage Early, Before You Retire?
February 06, 2017
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
February 06, 2017
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
Giving While Living: Do You Understand the Gift Tax?
February 03, 2017
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax.
February 03, 2017
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax.
High Earners: Get Ready for a Tax Hike in 2017
February 02, 2017
Rising wages and inflation have unlocked the biggest rise in the cap on payroll taxes since the 1980s. Are you prepared?
February 02, 2017
Rising wages and inflation have unlocked the biggest rise in the cap on payroll taxes since the 1980s. Are you prepared?
Are You Prepared for Tax Season?
by Rande Spiegelman
February 01, 2017
5 essential tax planning tips that could help you make this tax season and next year more efficient.
by Rande Spiegelman
February 01, 2017
5 essential tax planning tips that could help you make this tax season and next year more efficient.
5 Tax-Filing Mistakes and How to Avoid Them
January 27, 2017
Watch out for these common errors on your tax return and avoid the ire of the IRS.
January 27, 2017
Watch out for these common errors on your tax return and avoid the ire of the IRS.
Save on Taxes: Know Your Cost Basis
January 27, 2017
What is your cost basis? Whether you’re a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here’s how.
January 27, 2017
What is your cost basis? Whether you’re a newbie or seasoned investor, determining your tax cost basis can help you save on taxes. Here’s how.
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.
Taxes: What's New for 2017?
by Rande Spiegelman
January 04, 2017
Learn more about common tax breaks and this year's inflation adjustments.
by Rande Spiegelman
January 04, 2017
Learn more about common tax breaks and this year's inflation adjustments.
Reap the Benefits of Tax-Loss Harvesting to Lower Your Tax Bill
by Rande Spiegelman
December 05, 2016
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
by Rande Spiegelman
December 05, 2016
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
Year-End Tax Tips for 2016
by Rande Spiegelman
November 28, 2016
Take control of your taxes and consider these year-end tax tips that could help you come April.
by Rande Spiegelman
November 28, 2016
Take control of your taxes and consider these year-end tax tips that could help you come April.
Is Overconfidence Affecting Your Investing Outcomes?
November 14, 2016
Overconfidence can lead to poor investing decisions.
November 14, 2016
Overconfidence can lead to poor investing decisions.
3 Tax-Smart Strategies for Estate Planning
November 14, 2016
A strong estate plan can help reduce taxes, leaving more to your heirs.
November 14, 2016
A strong estate plan can help reduce taxes, leaving more to your heirs.
Estate Planning: Transferring Wealth
by Carrie Schwab-Pomerantz
November 14, 2016
Five items to consider as you set up your estate plan.
by Carrie Schwab-Pomerantz
November 14, 2016
Five items to consider as you set up your estate plan.
How Donor-Advised Funds Can Boost Charitable Giving
November 14, 2016
Donor-advised funds can help you give more, in a tax-smart way.
November 14, 2016
Donor-advised funds can help you give more, in a tax-smart way.
Talking Family Finances
November 14, 2016
The benefits of having difficult conversations are well worth the effort.
November 14, 2016
The benefits of having difficult conversations are well worth the effort.
5 Ways a Robo Advisor Could Augment Your Financial Strategy
November 07, 2016
Automated investing, or robo advising, can put your investment portfolio on track—whether you aim to increase your retirement income or pursue a more specific goal.
November 07, 2016
Automated investing, or robo advising, can put your investment portfolio on track—whether you aim to increase your retirement income or pursue a more specific goal.
Introducing the Newest Sector: Real Estate
by Schwab Newsroom
August 22, 2016
Beginning September 1, the number of equity sectors will rise to 11, with the introduction of real estate as a separate sector. Here’s what you should know about the change.
by Schwab Newsroom
August 22, 2016
Beginning September 1, the number of equity sectors will rise to 11, with the introduction of real estate as a separate sector. Here’s what you should know about the change.
Why We Set Investing Goals
by Walt Bettinger
August 12, 2016
Setting specific, measurable investing goals could lead to better outcomes.
by Walt Bettinger
August 12, 2016
Setting specific, measurable investing goals could lead to better outcomes.
Are Your Beneficiaries Up to Date?
August 12, 2016
Designating beneficiaries is a simple way to help protect your estate and avoid probate.
August 12, 2016
Designating beneficiaries is a simple way to help protect your estate and avoid probate.
Insurance in Retirement: What Will You Need?
August 12, 2016
Retirees’ insurance needs come down to specifics. What are you trying to protect, and how can insurance help protect it?
August 12, 2016
Retirees’ insurance needs come down to specifics. What are you trying to protect, and how can insurance help protect it?
Do You Both Have a Handle on Your Finances?
August 12, 2016
A five-step checklist to help couples work through their finances.
August 12, 2016
A five-step checklist to help couples work through their finances.
Wealth Transfer: Give Now or Bequeath Later?
August 12, 2016
Wealth transfer strategies for giving during and after your lifetime.
August 12, 2016
Wealth transfer strategies for giving during and after your lifetime.
Does Your Risk Tolerance Change Over Time?
August 08, 2016
Many investors assume they know their own tolerance for risk and whether it changes—but for a true understanding, you also need to factor in risk capacity.
August 08, 2016
Many investors assume they know their own tolerance for risk and whether it changes—but for a true understanding, you also need to factor in risk capacity.
Nearing Retirement? Assess Downside Risk, Upside Potential
by Rob Williams
August 05, 2016
Protecting your investment portfolio against downside risk can help ensure that you can live on your past investments when retirement comes.
by Rob Williams
August 05, 2016
Protecting your investment portfolio against downside risk can help ensure that you can live on your past investments when retirement comes.
New Options in Long-Term Care Insurance
July 05, 2016
Americans are living longer and may require long-term care down the line. Are you prepared? Consider these three options.
July 05, 2016
Americans are living longer and may require long-term care down the line. Are you prepared? Consider these three options.
Debt and Deficit Explained
May 13, 2016
Deficit and debt, while related, are not interchangeable terms.
May 13, 2016
Deficit and debt, while related, are not interchangeable terms.
The Student-Debt Dilemma
by Carrie Schwab-Pomerantz
May 13, 2016
What to consider before helping your child pay down student loans.
by Carrie Schwab-Pomerantz
May 13, 2016
What to consider before helping your child pay down student loans.
Do You Need a Trust?
May 13, 2016
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
May 13, 2016
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
Help Your College Grad Become an Investor
May 04, 2016
Looking for a meaningful college graduation present? Consider opening up the world of investing.
May 04, 2016
Looking for a meaningful college graduation present? Consider opening up the world of investing.
Inheriting an IRA? Understand Your Options
March 08, 2016
An inherited IRA can be tricky to manage. Know the rules and make the most of your inheritance.
March 08, 2016
An inherited IRA can be tricky to manage. Know the rules and make the most of your inheritance.
Mental Accounting: Use It to Your Advantage
February 24, 2016
Turning mental accounting into a useful investing device.
February 24, 2016
Turning mental accounting into a useful investing device.
How Will Rising Rates Affect You?
February 24, 2016
What do rising rates mean to you? It may depend on your life stage.
February 24, 2016
What do rising rates mean to you? It may depend on your life stage.
Financial Foundations for Boomerang Kids
December 22, 2015
Your kids are out of college and back living at home? Here are five steps to help you and your boomerang kids make the most of the situation.
December 22, 2015
Your kids are out of college and back living at home? Here are five steps to help you and your boomerang kids make the most of the situation.
The Case for Financial Planning
by Carrie Schwab-Pomerantz
November 20, 2015
Having a financial roadmap can help you work toward your goals.
by Carrie Schwab-Pomerantz
November 20, 2015
Having a financial roadmap can help you work toward your goals.
Lost in Translation
by Rande Spiegelman
November 20, 2015
Avoiding double taxation on foreign investments.
by Rande Spiegelman
November 20, 2015
Avoiding double taxation on foreign investments.
Sharing the Fruits of Success
November 20, 2015
Donating appreciated assets can help boost your charitable impact and offset taxes.
November 20, 2015
Donating appreciated assets can help boost your charitable impact and offset taxes.
Juggling the Costs of Retirement vs. College
October 30, 2015
Yes, your retirement savings should come first. But you can still help your kids—by both saving for college and exploring other funding options.
October 30, 2015
Yes, your retirement savings should come first. But you can still help your kids—by both saving for college and exploring other funding options.
Go Ahead, Live a Little (and Still Keep Your Plan on Track)
October 01, 2015
Saving for retirement is vital, but you may be able to spend more money today without sacrificing your future.
October 01, 2015
Saving for retirement is vital, but you may be able to spend more money today without sacrificing your future.
Information Security at Schwab
August 26, 2015
Schwab is always working to keep your personal information—and your money—safe.
August 26, 2015
Schwab is always working to keep your personal information—and your money—safe.
Time In, Not Timing
by Charles Schwab
August 26, 2015
Waiting for the “right” time to invest can be costly.
by Charles Schwab
August 26, 2015
Waiting for the “right” time to invest can be costly.
Focused on the Future
May 22, 2015
Schwab Financial Consultants can help you stay on track when assisting family members.
May 22, 2015
Schwab Financial Consultants can help you stay on track when assisting family members.
5 Tax Planning Fundamentals for Investors
by Rande Spiegelman
March 30, 2015
Improve your tax experience as an investor with these 5 tax planning steps and tax-advantaged investment ideas.
by Rande Spiegelman
March 30, 2015
Improve your tax experience as an investor with these 5 tax planning steps and tax-advantaged investment ideas.
Will You Owe Taxes on the Sale of Your Home?
March 23, 2015
Rules to know now so you don’t get hit with an unexpected tax bill after selling your home.
March 23, 2015
Rules to know now so you don’t get hit with an unexpected tax bill after selling your home.
From Charles Schwab Bank: A Flexible Path
March 23, 2015
Schwab Bank’s Pledged Asset Line allows you to borrow against the value of your investments.
March 23, 2015
Schwab Bank’s Pledged Asset Line allows you to borrow against the value of your investments.
Financial Planning by the Decade
by Carrie Schwab-Pomerantz
March 23, 2015
Financial planning tips to get your finances in shape no matter your age.
by Carrie Schwab-Pomerantz
March 23, 2015
Financial planning tips to get your finances in shape no matter your age.
Planning for a Lifetime
March 23, 2015
It’s never too late (or too early) to get your finances in order.
March 23, 2015
It’s never too late (or too early) to get your finances in order.
The Smart Way to Manage a Windfall
February 19, 2015
Not sure how to deal with a financial windfall? Here are a few tips to help you make the most of an unexpected influx of wealth.
February 19, 2015
Not sure how to deal with a financial windfall? Here are a few tips to help you make the most of an unexpected influx of wealth.
Getting Remarried? How to Avoid the Marriage Tax Penalty
January 02, 2015
The marriage tax penalty can take many forms, especially for those remarrying later in life. Here’s how to overcome those financial challenges.
January 02, 2015
The marriage tax penalty can take many forms, especially for those remarrying later in life. Here’s how to overcome those financial challenges.
4 Ways Giving to Charity Can Benefit You, Too
December 15, 2014
If you are currently giving to a charity or considering giving to a cause and you want to optimize your charitable giving strategy, consider these four options.
December 15, 2014
If you are currently giving to a charity or considering giving to a cause and you want to optimize your charitable giving strategy, consider these four options.
A Tax-Smart Approach to Your Cost Basis
by Rande Spiegelman
November 21, 2014
Understand tax rules to keep more of your gains.
by Rande Spiegelman
November 21, 2014
Understand tax rules to keep more of your gains.
The 2014 AMT: Should You Be Worried?
November 19, 2014
The alternative minimum tax, or AMT, can mean an unexpected rise in your tax bill. Find out how to determine if the AMT might be triggered for you by talking to a tax professional or using the AMT calculator before a big transaction.
November 19, 2014
The alternative minimum tax, or AMT, can mean an unexpected rise in your tax bill. Find out how to determine if the AMT might be triggered for you by talking to a tax professional or using the AMT calculator before a big transaction.
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.
Become a Tax Ninja
October 22, 2014
Some tax rates on capital gains and income jumped higher, and there’s also that new Medicare surtax. Still, you may be able to slash what you owe with these strategies.
October 22, 2014
Some tax rates on capital gains and income jumped higher, and there’s also that new Medicare surtax. Still, you may be able to slash what you owe with these strategies.
Claiming Foreign Taxes: Credit or Deduction?
by Rande Spiegelman
August 22, 2014
If you own foreign investments, you could be paying foreign tax. Claiming a deduction or a credit could prevent double taxation in the U.S.
by Rande Spiegelman
August 22, 2014
If you own foreign investments, you could be paying foreign tax. Claiming a deduction or a credit could prevent double taxation in the U.S.
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.
Saving for College: Custodial Accounts
by Rande Spiegelman
August 13, 2014
Custodial accounts may not offer the tax-free benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.
by Rande Spiegelman
August 13, 2014
Custodial accounts may not offer the tax-free benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.
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.
IRA Tax Traps: Know the Rules
by Rande Spiegelman
June 06, 2014
IRAs may offer tax benefits, but unwary investors can end up in a variety of IRA-related tax traps if they don't follow the rules. Here's how to avoid some common pitfalls.
by Rande Spiegelman
June 06, 2014
IRAs may offer tax benefits, but unwary investors can end up in a variety of IRA-related tax traps if they don't follow the rules. Here's how to avoid some common pitfalls.
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.
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.
A Primer on Wash Sales
by Rande Spiegelman
December 06, 2013
What the IRS rule on wash sales might mean for you.
by Rande Spiegelman
December 06, 2013
What the IRS rule on wash sales might mean for you.
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.
Commodity ETFs and Schedule K-1: What You Need to Know
by Michael Iachini
June 27, 2013
The fact that commodity ETFs typically generate a K-1 tax form instead of a 1099 is generally no cause for alarm.
by Michael Iachini
June 27, 2013
The fact that commodity ETFs typically generate a K-1 tax form instead of a 1099 is generally no cause for alarm.
A Blueprint for Success
by Mark W Riepe
June 26, 2013
You would not build a house without a blueprint. Building an investment portfolio should be no different.
by Mark W Riepe
June 26, 2013
You would not build a house without a blueprint. Building an investment portfolio should be no different.