Money Talk

Where personal finance gets personal

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Can I Afford a Pet?

The joy of owning a pet may be priceless, yet the cost to your budget is real. Consider these five financial moves before becoming a pet parent.

April 10, 2024 Susan Hirshman

Manage your money

5 Remodeling Money Mistakes

Remodeling your home can be your own transformation story, but make sure you think it through and avoid these five common financial mistakes.

March 13, 2024

Money and Relationships

From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.

February 14, 2024

Equity Compensation—Fun Money?

When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.

January 17, 2024

Holiday Spending Game Plan

Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

December 15, 2023

Your Mid-Year Money Check Up

Are you on track to meet your financial goals? Follow these five steps to find out.

June 14, 2023

Do You Need a Freedom Fund?

Want to make a life change but feel you can't financially? Start a freedom fund.

May 10, 2023

Learn to invest

Investing in Your 20s

One of the most important things you can do in your 20s is to develop good financial habits. Here's how to get started.

February 28, 2024

9 Scary Money Mistakes

What can Halloween teach you about money? Personal finance and investing don't have to be scary when you avoid these common mistakes.

October 25, 2023

Air Jordans: Diversification

My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

September 13, 2023

Build your financial independence

Plan for major life expenses

Can I Afford a Pet?

The joy of owning a pet may be priceless, yet the cost to your budget is real. Consider these five financial moves before becoming a pet parent.

April 10, 2024 Susan Hirshman

Kids & Money: Making It Real

With kids so comfortable online, parents have an opportunity to use the digital world to help teach their kids traditional money skills. Here's how.

April 01, 2024

Ready to Buy Your First Home?

Think you're ready to buy your first home? Do these five things before stepping into that first open house.

February 01, 2024

Ace Your Year-End Tax Game

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

December 05, 2023

Save for retirement

How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

July 19, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

Financial literacy for the next generation

Help your loved ones

Talking Money with Mom and Dad

Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

November 08, 2023

Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

August 02, 2023

The Reverse Boomerang

Open and honest communication can help you go into multigenerational living with your eyes wide open.

July 05, 2023

Retire with confidence

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023 Carrie Schwab-Pomerantz

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.

Investing involves risk, including loss of principal.