Articles

  • 1 week ago | schwab.com | Chris Kawashima |Rob Williams

    Even for investors with significant savings, large, time-sensitive expenses may arise that can't immediately be covered with cash on hand. Maybe you've been surprised by an unexpected home repair or tax bill. Or perhaps you've come across a real estate opportunity that's too good to pass up. For these purposes and more, a securities-based line of credit (SBLOC) may be a good way to go.  Here's what it is, when to consider it, and how it works—along with potential risks to keep in mind.

  • 1 week ago | schwab.com | Chris Kawashima |Rob Williams

    When faced with a significant expense—whether it's a home purchase, medical bill, or another big expenditure—you have three primary ways (or some combination of the three) to cover the cost: pay with cash on hand, liquidate investments, or borrow.   These options—drawing down cash reserves, selling investments, and taking on new debt—all have consequences.

  • Mar 7, 2025 | schwab.com | Rob Williams |Chris Kawashima

    Close to 70% of today's 65-year-olds will require long-term care1—ranging from in-home health aides to full-fledged nursing homes—and the costs are staggering.

  • Mar 7, 2025 | schwab.com | Rob Williams |Chris Kawashima

    It's a conundrum faced by millions of Americans as they approach retirement: how to make the most of Social Security. Here, two Schwab experts break down clients' top questions.

  • Jan 17, 2025 | schwab.com | Chris Kawashima

    Retirement may mark the end of your regular-paycheck days, but that doesn't mean you stop receiving income—and that income can affect the amount you pay in Medicare premiums. The character and amounts of your income can change significantly when you enter retirement, and an unexpected bump could trigger an increase in your Medicare premium payments due to the Income-Related Monthly Adjustment Amount (IRMAA).

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