Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Markets and Economy

Moves for a Bad Market

Certain moves could make more sense during a bad market than during a good one. Here are six.

April 11, 2025

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Equity Compensation

Equity Awards in a Down Market

Some equity compensation plans have protections built in to help you weather market downturns. If you're concerned about market volatility, here are a few strategies to consider.

January 10, 2025

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Financial Planning

2025 Wealth Management Outlook

Stay on track in 2025 to reach your financial goals by anticipating tax changes, managing inflation concerns, and being aware of risk management costs.

December 16, 2024

College and education

Education

529 College Savings Plans

The 529 savings plan provides several tax advantages when used for education expenses.

June 14, 2024 • Chris Kawashima

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Estate planning

Insurance

Weighing Insurance Options

Insurance offers not just downside protection but also financial stability. Here's a look at the costs and considerations of several types of insurance coverage.

May 17, 2024

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Saving for retirement

Behavioral Finance

Does Market Timing Work?

We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point.

September 13, 2023 • Schwab Center for Financial Research

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In retirement

Markets and Economy

Volatility in Retirement

Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

April 07, 2025 • Rob Williams

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Tax planning

Taxes

2024 Taxes: 8 Things to Know

Get ready for Tax Day 2024 with these eight essential tips. Learn what taxes are, the tax brackets for 2024, and more.

November 05, 2024

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Explore more topics

Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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