How Do Robo-Advisors Work?

Find out how a robo-advisor works and what it can do for you.

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.

Understanding Margin and Leverage in Trading

Understand the basics of margin and leverage, along with the benefits and risks they can bring to your trades.

Saving for College: 529 College Savings Plans

The 529 savings plan provides several tax advantages when used for education expenses.

What Kind of Retiree Will You Be?

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

How to Earn and Maximize Travel Points

The Points Guy shares tips for making the most of your travel perks.

Q&A: The Future of Cybercrime

Artificial intelligence is quickly reshaping cybercrime. Here, two cybersecurity experts discuss the future of internet fraud and what individuals can do to keep their data safe.

Helping Young Adults Gain Financial Independence

Schwab wealth strategist Susan Hirshman offers tips for helping young adult children become financially independent.

How to Store Estate Planning Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

5 Questions for Later-in-Life Marriages

Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.