Insurance

Understand how insurance may help protect you, your family, and your investments. Or explore other financial planning topics:

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Insurance

When Do You Need Umbrella Insurance?

Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

Insurance

Should I Use Life Insurance for Retirement Income?

Some financial professionals have recommended life insurance as a retirement funding source, but that might not be the most effective strategy. Here are three alternatives to consider.

Health Care

Traveling? Medicare Might Not Cover You

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

Insurance

Are You Financially Ready to Weather a Storm?

Can you financially weather a storm—or flood or fire? Here's how to prepare, including packing a financial "go bag."

Financial Planning

6 Financial Planning Tips for New Parents

Raising a child is expensive. Here's how to set financial goals for your child's milestones while keeping your retirement savings on track.

Estate Planning

The Benefits of Estate Planning in Your Prime

Three elements of estate planning that can benefit from early action.

Insurance

Should You Add Life Insurance to Your Estate Plan?

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

Insurance

Have You Made Your 3 Big Medicare Decisions?

Medicare can be complicated, but there are just three big decisions you need to make when turning 65.

Financial Planning

Rethinking Your Career? Consider These 5 Things Before Making a Move

If you're contemplating a major career change, here are five things to do first.

Financial Planning

Should You Purchase Long-Term Care Insurance?

Here are five questions to consider when deciding whether you should purchase long-term care insurance.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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