CFP®, CRPC®, Vice President, Financial Planning, Retirement Income and Wealth Management, Schwab Center for Financial Research
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Bitcoin and other cryptocurrencies are speculative investments, so tread carefully.
Personal Finance & Planning
Coverdell Education Savings Accounts can provide more flexible investing options compared to 529 college savings plans.
Annuities can help provide income and protection against market dips—but which kind should you choose? Vice president of income planning Rob Williams explains the differences between immediate fixed annuities and variable annuities.