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• Comparing Education Savings Accounts | Charles Schwab

  Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts.

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• Marshall McLean | Financial Consultant in FL | Charles Schwab

  Marshall McLean is a Financial Consultant at Charles Schwab serving Naples, FL. Request an appointment or contact us today to speak with a financial consultant.

• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Markets and Economy | Charles Schwab

  Read our latest market commentary on of-the-moment trends so you can make informed investment decisions

• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.