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Personal Finance & Planning

Financial planning for life's milestones.
CONTENT WITH Personal Finance & Planning

Financial planning for life's milestones.

Many college graduates work to pay off student loans, and as a result, investing can be put on hold—but you don’t have to prioritize one over the other.
Designating beneficiaries is a simple way to help protect your estate and avoid probate.
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A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.
A second home is a substantial investment that lives by different rules than your primary residence. Here’s what you need to consider.

On Firm Footing

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Schwab’s Investing Principles can help you create a clear path toward your goals.
When an employer stops matching, your contributions matter even more. Here’s how to make the most of your savings.
Are you taking the right steps toward a healthy financial future? See how many milestones you can cross off in each category—and which await your attention.
Having an emergency plan in place can help you recover faster from the unexpected.
When you sell part of an investment, the cost basis method you choose can seriously affect your tax bill.
Getting your affairs in order—and storing the details in a safe, accessible way—can help shield your family from unnecessary heartache and expense.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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