Expert Insight & Commentary
Financial Planning
Measure Progress Toward Your Long-Term Goals
by Rande Spiegelman
April 30, 2013
How to create custom performance benchmarks and a personal net worth statement.
by Rande Spiegelman
April 30, 2013
How to create custom performance benchmarks and a personal net worth statement.
Personal Finance Calendar for 2013
by Rande Spiegelman
January 4, 2013
Follow our month-by-month guide to help get your finances in tip-top shape this year.
by Rande Spiegelman
January 4, 2013
Follow our month-by-month guide to help get your finances in tip-top shape this year.
Get Your Finances in Shape for 2013
by Rande Spiegelman
December 20, 2012
Five resolutions to reshape your finances in the year ahead.
by Rande Spiegelman
December 20, 2012
Five resolutions to reshape your finances in the year ahead.
Giving to Charity: The Basics
by Rande Spiegelman
November 7, 2012
How to give to a worthy cause and receive potential tax benefits at the same time.
by Rande Spiegelman
November 7, 2012
How to give to a worthy cause and receive potential tax benefits at the same time.
Giving to Charity: 4 Smart Strategies
by Rande Spiegelman
November 7, 2012
A charitable remainder trust, pooled income fund, private foundation, or donor-advised fund can help further your personal philanthropy—and in some cases provide you with income as well.
by Rande Spiegelman
November 7, 2012
A charitable remainder trust, pooled income fund, private foundation, or donor-advised fund can help further your personal philanthropy—and in some cases provide you with income as well.
Cash Flow Planning for Life
by Rande Spiegelman
October 10, 2012
Managing your cash inflows and outflows wisely can pay off big time.
by Rande Spiegelman
October 10, 2012
Managing your cash inflows and outflows wisely can pay off big time.
Get Smart About Savings
by Rande Spiegelman
February 29, 2012
Managing your cash inflows and outflows wisely can pay off big time.
by Rande Spiegelman
February 29, 2012
Managing your cash inflows and outflows wisely can pay off big time.
On the Road to Financial Bliss
by Rande Spiegelman
Updated May 19, 2010
Ten financial steps to take when tying the knot.
by Rande Spiegelman
Updated May 19, 2010
Ten financial steps to take when tying the knot.
Creating a Budget
by Rande Spiegelman, CPA, CFP, Vice President of Financial Planning, Schwab Center for Financial Research
June 22, 2009
For most of us, budgeting is necessary to achieve our financial goals. In this article, Rande Spiegelman shows simple steps to create and stick to a budget that will help you attain your goals.
by Rande Spiegelman, CPA, CFP, Vice President of Financial Planning, Schwab Center for Financial Research
June 22, 2009
For most of us, budgeting is necessary to achieve our financial goals. In this article, Rande Spiegelman shows simple steps to create and stick to a budget that will help you attain your goals.
Boost Your Credit Score
by Rande Spiegelman
April 22, 2009
For most of us, budgeting is necessary to achieve our financial goals. In this article, Rande Spiegelman shows simple steps to create and stick to a budget that will help you attain your goals.
by Rande Spiegelman
April 22, 2009
For most of us, budgeting is necessary to achieve our financial goals. In this article, Rande Spiegelman shows simple steps to create and stick to a budget that will help you attain your goals.
Life Insurance Planning
by Rande Spiegelman
March 4, 2009
Consider the role of life insurance as part of your overall financial plan.
by Rande Spiegelman
March 4, 2009
Consider the role of life insurance as part of your overall financial plan.
Why Financial Planning Matters
by Rande Spiegelman
Updated November 10, 2008
If you hope to achieve your life goals, establishing and following a sound financial plan is one of the best and most important decisions you’ll ever make.
by Rande Spiegelman
Updated November 10, 2008
If you hope to achieve your life goals, establishing and following a sound financial plan is one of the best and most important decisions you’ll ever make.
Solutions for the Sandwich Generation
by Rande Spiegelman
Updated June 16, 2008
Nearly 10 million baby boomers find themselves sandwiched between financially dependent parents and children—just when paying down debt and saving for retirement should be a priority.
by Rande Spiegelman
Updated June 16, 2008
Nearly 10 million baby boomers find themselves sandwiched between financially dependent parents and children—just when paying down debt and saving for retirement should be a priority.
Disaster-Proof Your Finances
By Rande Spiegelman
May 22, 2007
As the last few years have tragically demonstrated, natural disasters can strike at any time, in any place. Hopefully, you have taken precautionary steps to survive. But have you also taken steps to survive financially?
By Rande Spiegelman
May 22, 2007
As the last few years have tragically demonstrated, natural disasters can strike at any time, in any place. Hopefully, you have taken precautionary steps to survive. But have you also taken steps to survive financially?
Protecting Your Assets
by Rande Spiegelman
April 20, 2005
As your net worth increases, so might your level of concern about protecting your assets. A strategic asset protection plan can help.
by Rande Spiegelman
April 20, 2005
As your net worth increases, so might your level of concern about protecting your assets. A strategic asset protection plan can help.
5 Keys to Successful Investing
by Rande Spiegelman
October 18, 2004
Our world has gone through some major transitions over the past few years. But when it comes to investing, some things never change.
by Rande Spiegelman
October 18, 2004
Our world has gone through some major transitions over the past few years. But when it comes to investing, some things never change.
7 Principles of Charitable Giving
by Rande Spiegelman
October 1, 2004
Maximize the impact of your charitable giving.
by Rande Spiegelman
October 1, 2004
Maximize the impact of your charitable giving.
What to Do if You Receive a REALLY BIG Windfall
by Rande Spiegelman
December 10, 2003
We’re not just talking lottery daydreams. A major cash windfall could come in the form of an inheritance, life insurance payout, legal settlement or the sale of a small business.
by Rande Spiegelman
December 10, 2003
We’re not just talking lottery daydreams. A major cash windfall could come in the form of an inheritance, life insurance payout, legal settlement or the sale of a small business.
Taking Your Lumps: Tax-Smart Ways to Receive a Lump Sum
by Rande Spiegelman
December 10, 2003
Investing a modest lump sum is relatively straightforward, but if you receive a significant amount, being familiar with tax rules can help you decide what to do.
by Rande Spiegelman
December 10, 2003
Investing a modest lump sum is relatively straightforward, but if you receive a significant amount, being familiar with tax rules can help you decide what to do.