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• How to Read Your Brokerage 1099 Form | Charles Schwab

  The 1099 is a tax form issued by your brokerage firm to help you report your taxable investment income to the IRS....

• How to Prepare Your Finances for Natural Disasters | Charles Schwab

  Natural disasters can happen. Here's how to prepare and protect your finances if and when they happen to you....

• How to Protect Your Finances as You Age | Charles Schwab

  An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances....

• How to Include Pets in Estate Planning | Charles Schwab | Charles Schwab

  estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone....

• 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?

• How to Minimize the Risk of an IRS Audit | Charles Schwab

  A number of tax audits result from preventable mistakes. Learn what you can do to help avoid the five most common IRS audit red flags....

• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now....

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly....

• How Much Risk Is Right for You? | Charles Schwab

  Every investor wants to maximize return—but you must first consider how much risk you can stomach.

• Credit Card Rewards Game: 5 Mistakes to Avoid | Charles Schwab

  Using credit cards to get rewards could feel like a game, but it may have consequences. Avoiding these five mistakes could help you win....