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Personal Finance & Planning

Perspectives on financial planning and investments from Charles Schwab & Co., Inc.

Financial Resolutions

Here are five steps we encourage all investors to consider taking to get their finances in shape for the new year.

November 11, 2026 • Matt Sommer

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Handling a Parent's Estate

Having to make money decisions while grieving a parent makes a hard situation even more challenging. Here are things to be aware of in advance and what to do when the time comes.

November 11, 2026

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Financial Benefits of Marriage

Getting married may not be a financial decision, but it can have major financial consequences that can take you by surprise. Here are some important things to consider.

November 04, 2026

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Navigating a Windfall

Three tips for incorporating a large influx of assets into your financial plan.

November 03, 2026

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Portability and Estate Taxes

The portability rule can allow a surviving spouse to use the deceased spouse's unused lifetime estate and gift tax exemption—but it's not automatic.

November 03, 2026

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Charitable Donation Basics

Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

November 02, 2026

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Personal Finance Calendar

A month-by-month guide to help get your finances in top shape this year.

November 02, 2026

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Biases to Avoid in Retirement

Making consequential financial decisions in a heightened emotional state generally isn't a good idea. Here are some tips to exert control.

October 29, 2026

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Creating a Retirement Paycheck

From understanding your income sources to prioritizing your withdrawals, creating steady retirement income is a complex undertaking. Consider these five rules to help guide you.

October 29, 2026

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Divorce and Taxes

When divvying up assets during divorce proceedings, taxes should be a key consideration, not an afterthought. Here's how different assets may be treated in the event of divorce.

October 29, 2026

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Your Estate Plan Abroad

If you live or own property abroad, your U.S. estate plan may not be enough. Here's what to consider if you have financial ties in multiple countries.

October 29, 2026

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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.

October 29, 2026

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Tips for an Early Retirement

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

October 28, 2026

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Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put saving and investing on hold—you don't have to prioritize one over the other.

October 28, 2026

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Life Insurance Riders

How the addition of life insurance riders can help personalize your policy.

October 26, 2026

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Should You Start a Foundation?

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

October 20, 2026

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Don't Delay Estate Planning

Many Americans delay estate planning until a crisis hits. Learn how to create, update, and maintain a plan that protects your wishes and your loved ones.

October 14, 2026

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Insights & Education 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. 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. 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.