Saving

Get tips and advice on saving for retirement, life goals, and emergencies. Or explore other financial planning topics:

debt management equity compensation fraud prevention travel planning behavioral finance budgeting trusts charitable giving credit cards education estate planning health care insurance mortgages security based loans small business wills
Financial Planning

Feeling Stuck? Maybe You Need a Freedom Fund

Want to make a life change but feel you can't financially? Start a freedom fund.

Financial Planning

Become a Better Money Manager

Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.

Financial Planning

Can You Get a Retirement Match From Uncle Sam?

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

Travel Planning

6 Ways to Save Money When Traveling Abroad

Don't let unnecessary expenses eat into your vacation budget.

Travel Planning

5 Ways to Save Money When Traveling Domestically

Stay on budget and enjoy your vacation.

Education

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.

Cash

Looking for the Best Place to Stash Your Cash?

There are many places to stash your cash, but it pays to choose carefully.

Financial Planning

Is It Time to Reboot Your New Year's Resolutions? (Rebroadcast)

If you set New Year's resolutions, have you fallen off track? Were you too overwhelmed to set resolutions? In either case, we have some helpful strategies to reboot your New Year's resolutions or get started on some new goals.

Saving

How to Prioritize Your Savings

How should you save money? There is a hierarchy most people can consider following, starting with saving for retirement.

Financial Planning

10 Steps to Financial Health in the New Year

Are you financially ready for the New Year? Here are 10 steps to put you on track toward better financial health all year long.

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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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