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This 2017 article reminds us, “Stock market returns have little to do with which party holds the White House.”

Individual sectors of the economy have reacted very differently to the pandemic.

Who can remember every purchase you made? But remembering is how to keep your purchases reasonable.

We believe that holding on to Energy and waiting for it to recover might mean missing out on greater gains elsewhere.

The form is amazingly straightforward. Once the paperwork has been processed though, it can be difficult to find out how much was converted.

Beneficiary designations directly to your heirs are a cleaner estate planning solution.

Whether you have held Schwab accounts for many years or are in the process of opening an account with Schwab for the first time, you may enjoy the smartphone app and the many convenient features it offers.

The Schwab mobile app gives you the ability to establish a MoneyLink so that you can move funds between your bank or other external account and your Schwab account at any time directly from the app.

One of the best features of the app is that you can deposit checks to your Schwab Bank account or Schwab investment account directly from your smartphone.

If a friend recently asked you if you’re willing to be written into their will as an executor to their estate, this 2015 article will give you some food for thought before you reply.

This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?

With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

What will happen to all the money I have saved for her college expenses now that she doesn’t need it?

Elizabeth has written one post so far, and it was the most popular post of 2019. With over 12K views, this clear descriptions of the housing reimbursement rules has helped a lot of people.