1/27/26: I have worked very hard to save as much as possible but I am not sure if it will be enough to maintain my current standard of living if I want to retire at 67.

1/26/26: Tax filers, start your engines, tax season officially opens on January 26th and this year, there are going to be a slew of changes that could impact you.

1/25/26: We received a monetary gift for Christmas and I'm wondering if we should use it to pay down credit card debt?

1/24/26: President Trump says he wants to cap credit card interest rates at 10% for a year. Today we're discussing what a cap would mean for you.

1/23/26: As a single guy living in a high-cost area, am I better off renting forever or am I missing something by not pushing harder to buy?

1/22/26: I am due to receive a big chunk of money as an inheritance and I'd love to get your input on how best to use the money.

1/21/26: I live in a very expensive city and would like to remain here in retirement. Knowing this, how much longer will I need to work?

1/20/26: I badly want to take a break from a well paying career, likely with no chance of going back, yet I'm concerned about healthcare until I turn 65.

1/19/26: Can I retire at 62 in 2027, or can I even call it quits a bit earlier and be done at the end of this year?

1/18/26: I have a job offer to move to London and I'm having a hard time figuring out the financial implications of the move.

1/17/26: I just inherited $400k and now I am trying to figure out what to do with it. Retirement or college?

1/16/26: I'm 62 years old and burned out after 30 years as a nurse. I want to retire in 2026 if possible. Can I?

1/15/26: I want to stop working at my current job in the next few years and move into a second act job that is less stressful and more meaningful. Is it doable?

1/14/26: President Trump says he wants to cap credit card interest rates at 10% for a year by Jan. 20. I joined CBS Mornings to break down if the president has the ability to cap rates and what it would mean for you.

1/13/26: While I’m in the 22% tax bracket, should I begin making small annual Roth conversions?

1/12/26: As we head into retirement it feels like we're juggling a lot of moving parts. Is there anything we're missing?

1/11/26: My family and I have been living overseas for the last 15 years and we are moving onto our next chapter in summer 2028 and want to make sure we are financially prepared?

1/10/26: I am new to investing and have started to gain an understanding on the fees that I am being charged. Is it time to self-manage my money?

1/9/25: Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs.

To break down all the ins and outs of RIAs, we're joined by ⁠⁠Jon Beatty⁠⁠, head of Schwab Advisor Services at Charles Schwab. As Managing Director, Jon oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $5.0 trillion in assets under management. 

Schwab Advisor Services™ is a division of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

The comments, views, and opinions expressed are those of the speakers and do not necessarily represent the views of Charles Schwab. This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice.  Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.

1/8/26: My employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this impact my paycheck?