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• 6 Key Roles to Include in an Estate Plan | Charles Schwab

  Naming people you trust to fill important roles, including executor and power of attorney, is essential to an estate plan. Learn whom to include and why.

• Trustee vs. Beneficiary: 3 Ways to Reduce Conflict | Charles Schwab

  Conflicts between beneficiaries and trustees could lead to a legal battle. Learn three ways to help keep the peace when setting up a trust.

• What Happens When Interest Rates Rise? | Charles Schwab

  Why do bond prices fall when interest rates rise? Learn more about the effects interest rates and bond prices can have on a portfolio.

• Schwab Intelligent Portfolios Compare Us | Charles Schwab

  Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.

• Exchange-Traded Notes: The Facts and the Risks | Charles Schwab

  Exchange-traded funds (ETFs) have been around since 1993, and there's no doubt that they are popular with investors. Exchange-traded notes (ETNs) may have a similar sounding name, but ETNs are not the same as ETFs, and they carry some important risks to be aware of.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.

• Costly 529 College-Saving Mistakes | Charles Schwab

  A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid. We also discuss rules for 529-Roth conversions.

• Fixed Income Investments for Retirement | Charles Schwab

  A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.