Homes & Mortgages


Postponing Retirement? Don't Postpone Planning for It!

by Carrie Schwab-Pomerantz
July 13, 2016

Being 65 doesn't mean you have to retire—but you do need to prepare for a smooth transition when the time comes.
Does It Make Sense to Pay Off Your Mortgage?

by Carrie Schwab-Pomerantz
June 01, 2016

Whether or not to pay off your mortgage before you retire is a balance of practical considerations and peace of mind.
Should you refinance your mortgage?

by Carrie Schwab-Pomerantz
January 20, 2016

Rising interest rates may have you thinking about refinancing your mortgage but there's a lot more to consider.
This Is What Marriage Equality Looks Like—For Your Finances

by Carrie Schwab-Pomerantz
August 05, 2015

Now that the Supreme Court has legalized same-sex marriage nationwide, it's essential for new couples to familiarize themselves with the financial benefits of marriage. 
Will You Have to Pay Capital Gains Taxes on the Sale of Your Home?

by Carrie Schwab-Pomerantz
July 01, 2015

There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
Seven Potential Costs of Owning a Home that Should Factor Into Your Budget

by Carrie Schwab-Pomerantz
March 04, 2015

You've got the down payment and mortgage covered—but have you budgeted for the extra costs of owning a home? Here are seven to definitely consider.
Renting Out Your Vacation Home-- What Are the Tax Rules?

by Carrie Schwab-Pomerantz
August 06, 2014

Renting out a vacation home can help defray your costs—but the tax rules are complicated. To avoid a big IRS headache, pay close attention and keep accurate records. 
Buy or Rent? And Where to Park Your Down Payment until You Decide?

by Carrie Schwab-Pomerantz
July 02, 2014

Deciding to buy or rent is a big decision. So is deciding what to do with your down payment in the meantime. 
What's the Best Way to Pay for a Home Renovation?

by Carrie Schwab-Pomerantz
March 26, 2014

A 401(k) loan may sound appealing, but it's not the only—nor the best—way to get the cash for a home remodel.
Is Downsizing the Right Move for You?

by Carrie Schwab-Pomerantz
January 15, 2014

Thinking of downsizing? It's great to sell your home when prices are up, but that's not the only consideration.



The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Turning 50?

Get financial answers for this important stage of life.

New Book

Your Feedback

Do you have a question or comment about family finances?

Let Us Know

Investing involves risk, including possible loss of principal.

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

© 2016 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC.