3 Tips for Bequeathing and Inheriting Collectibles

What to know about bequeathing and inheriting collectibles.

4 Financial Conflicts Faced by Couples

Schwab wealth advisors discuss the common financial conflicts they see among couples—and how to navigate them successfully.

How Charitable Gift Annuities Work

Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.

Advance Estate Planning for a Surviving Spouse

How couples can approach estate planning to protect the surviving spouse.

How to Create a Charitable Legacy

Nicholas Tedesco, president and CEO of the National Center for Family Philanthropy, and Sam Kang, president of Schwab Charitable, offer guidance for cultivating a culture of giving in your family.

Why Asset-Backed Borrowing May Make Sense Now

Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity needs.

Estate Planning at Any Age: Getting an Early Start

While organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, the sooner you start, the better off you'll be.

How Traders Can Apply Margin

There are several ways traders can use margin in their trading. Factors for how a trader uses margin include a trader's objectives, risk tolerance, and the products they trade.

Saving for College with a 529: 5 Costly Mistakes to Avoid

A 529 college savings plan offers many advantages, but it can come with some potential pitfalls. Here are five mistakes to avoid.

How Can You Save for College?

What financial tools and strategies are available to those planning for college expenses?