Planning

Prepare for financial milestones and events

Saving for retirement

Should Older Workers Contribute to IRAs?

3 ways to keep saving.

May 12, 2022

Roth 401(k) vs. Roth IRA

Three reasons to consider contributing to a Roth 401(k), if available.

May 06, 2022

How to Stay on Top of Your Retirement Savings

Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

April 14, 2022 Rob Williams

In retirement

5-Step Tax-Smart Retirement Income Plan

Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.

May 11, 2022

3 Retirement Income Challenges You Might Not Expect

Turning your retirement savings into a steady stream of income can be tricky. Here are three challenges to plan for.

March 18, 2022

The Estate Tax and Lifetime Gifting

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

March 14, 2022 Hayden Adams

Taxes

Tax-Efficient Investing: Why Is It Important?

Making tax-efficiency part of your investing strategy can help lower your tax bill.

May 12, 2022

5-Step Tax-Smart Retirement Income Plan

Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.

May 11, 2022

Paying for College: Are Scholarships Taxable?

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.

May 06, 2022 Carrie Schwab-Pomerantz

College and education

529 Accounts: When a Child Doesn't Go to College

Kid not going to college? Don't despair. Those 529 assets can be used for a variety of education costs.

May 06, 2022 Carrie Schwab-Pomerantz

Paying for College: Are Scholarships Taxable?

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.

May 06, 2022 Carrie Schwab-Pomerantz

Saving for College: Custodial Accounts

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

February 17, 2022

Estate planning

Do You Need to Appoint a New Family CFO?

How to ensure a smooth transition when your family's chief financial officer is no longer able to serve.

May 09, 2022

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

April 07, 2022

How Can You Stop Procrastinating and Create an Estate Plan?

Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?

March 21, 2022