Stephen Chanez

11/04/2019

From health to life to disability insurance and a whole lot more, use Open Enrollment to make sure you understand and take advantage of everything your employer is offering you. https://www.schwab.com/resource-center/insights/content/its-open-enrollment-are-you-making-most-your-employee-benefits?SM=uro

It's Open Enrollment time again. Here's why you shouldn't ignore it.

11/01/2019

Do you talk differently about money to your girls and boys? You may be doing it unconsciously. Here are six steps you can take to make sure you're giving all your kids the same money messages, from Carrie Schwab-Pomerantz.

In spite of advances in many areas, girls often don't get the same financial start as boys. Here's what you can do.

10/28/2019

Saving for and a education are two large financial tasks. Learn how to balance that juggling act:

Yes, your retirement savings should come first. But you can still help your kids—by both saving for college and exploring other funding options.

10/25/2019

What's the best way to weather the market volatility storm? Liz Ann Sonders offers HerMoney some tips on how to stay the course in turbulent times.

The famed Charles Schwab strategist gets real about volatility in the market and how having an actual plan helps you avoid “the puke phase.”

10/23/2019

We all know we need to save for an emergency but do you know where to start? If not, watch this brief video to get a few ideas: https://youtu.be/3JC1jJOzPmQ

On this episode of Personal Finance 101, we take a closer look at what factors to consider when saving for an emergency fund. Subscribe to our channel: https...

10/17/2019

Do you know how your aging parents feel about staying in their own home vs. assisted living? Or who would cover the cost if they need care? These are just some of the things you should be talking about now. Learn more from Carrie Schwab-Pomerantz.

Talking to elderly parents about their finances and future care can be sensitive but essential. Here's how to start.

10/15/2019

Using the same username and password for multiple sites is convenient for you, and for hackers. Change them up from site to site to protect your privacy. Learn how, plus other security tips. https://www.schwab.com/resource-center/insights/content/5-ways-to-help-protect-your-financial-data?SM=uro

10/10/2019

What is a robo advisor? Read Cynthia Loh's latest LinkedIn piece: https://www.linkedin.com/pulse/what-robo-advisor-cynthia-loh/

10/08/2019

While delaying filing generally means a higher benefit, couples may be able to increase their benefits both in the short and long term with a little creative . Learn more from Carrie Schwab-Pomerantz: https://www.schwab.com/resource-center/insights/content/social-security-strategies-for-spouses-do-you-know-your-options?SM=uro

Have you and your spouse talked about Social Security strategies? Here's why you should.

09/30/2019

Mark your calendars! kicks off at 1 PM ET in Denver, CO on 10/3. Join Schwab’s Liz Ann Sonders, Randy Frederick, and others to discuss the and more: schwab.com/live

09/25/2019

You want the best for your kid. The sooner you start saving, the easier it will be to give your child the best. Here are the different ways you can start : https://www.schwab.com/resource-center/insights/content/saving-college-understanding-your-options?SM=uro

09/23/2019

Where's the best place for extra retirement savings—a Roth 401(k) or Roth IRA? Either can be a good choice, as long as you have other essentials covered. Learn more from Carrie Schwab-Pomerantz:

You can contribute to both a Roth 401(k) and IRA, but putting the max in your 401(k) first can keep things simple.