Planning

Prepare for financial milestones and events

Saving for retirement

401(k) Savings and Compounding

Some pros say your early investing years are among the most critical, including whether you set up a 401(k). Learn how to work toward your financial goals.

November 17, 2022

Creating SMART Financial Goals

Building financial goals that follow the SMART goal methodology (specific, measurable, attainable, relevant, timely) can help you focus your financial objectives.

November 11, 2022

Is Crypto Good for Retirement?

Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?

November 11, 2022

In retirement

Working in Retirement

If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

November 17, 2022

Social Security Inflation Bump

Social Security benefits will rise nearly 9% in 2023.

November 11, 2022

Medicare for Globetrotters

Three ways Medicare can fall short when traveling—and how to fill the gaps.

November 11, 2022

Taxes

Understanding Tax Withholding

Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.

November 29, 2022

Can You Give Stock as a Gift?

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.

November 16, 2022

Gift and Estate Taxes

Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

November 14, 2022

College and education

How to Raise a Young Investor

How do you foster financial independence and financial literacy among young people? Two Schwab experts share their tips.

November 08, 2022

Save or Pay Off Student Loans?

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

October 17, 2022

Teaching Grandkids About Money

Grandparents are in a unique position to help teach their grandkids about financial literacy. Here are four ways to pass your support to the next generation.

October 10, 2022

Estate planning

Finances for the Newly Single

If you find yourself suddenly single, you might have to make major financial decisions. Read this article to learn how to manage your finances during the transition.

November 22, 2022

Gift and Estate Taxes

Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

November 14, 2022

Protecting Finances as You Age

An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

November 11, 2022