Showing 191 – 200 of 4146 results
How to Use Direct Indexing as a Tax Strategy | Charles Schwab | Charles Schwab
Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.
Paying for College | Charles Schwab
If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated.
Should You Pay Off Your Mortgage Before You Retire? | Charles Schwab
If you are nearing retirement, does it make sense to pay off your mortgage in advance?
3 Strategies to Help Ease Your RMD Tax Burden | Charles Schwab
Required minimum distributions (RMDs) from your retirement plan account can take a toll on your tax bill. Consider these strategies to help reduce the sting.
Stocks Plunge After Fed Outlook Disappoints | Charles Schwab
U.S. stocks retreated as the Fed indicated it likely would lower rates only twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%.
Managing the Cost of Long-Term Care | Charles Schwab
The cost of long-term care (LTC) can be significant. Prepare for LTC expenses in retirement by considering two ways to pay: self-funding or insurance.
Estate Sale Need-to-Knows | Charles Schwab
An estate sale could be an effective way to unload a house-full of possessions, but it's important to understand how the process works to minimize financial and emotional costs.
How Higher Income Can Affect Medicare Premiums | Charles Schwab
Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.
Happiness: With Guests Scott Harrison & Mike Norton | Charles Schwab
Giving: It's one simple behavior that's been shown to increase happiness.