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TD Ameritrade has been acquired by Charles Schwab. Now you’ll get access to thinkorswim® trading platforms and robust trading education at Schwab, along with great service, a commitment to low costs, and a wide range of wealth management and investing solutions.

Open an account at Schwab today. You can still open an account at TD Ameritrade and we’ll let you know when your account is ready to be moved.

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Personal Finance

Committed to helping you make smart financial decisions

At TD Ameritrade, we believe knowledge is your best asset, which is why we offer videos, articles, and more to help you on your journey to becoming an even smarter investor. And now, we're excited to bring you an informative series from one of the industry's leading financial experts. When you open an account you gain access to more content, and a personalized experience curated just for you.

Stay in the know with weekly personal finance updates from our affiliate, Schwab

Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice.

Carrie Schwab-Pomerantz, CFP®

Financial questions? Just ask Carrie.

Understanding the fundamentals is more important than any investment you make. As a driving force for financial literacy, Carrie believes everyone deserves an equal shot at financial well-being. Put her answers into action to help take control of your finances.
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Charles Schwab & Co., Inc. ("Schwab") and TD Ameritrade, Inc. are separate but affiliated companies, and subsidiaries of The Charles Schwab Corporation.

Saving and budgeting strategies for you

Building saving and budgeting strategies? We have the actionable tools and tips to help get you there.

Article | Create a Monthly Budget Checklist to Move You Toward Your Goals

Have your credit and debt work for you

Learn how to improve your credit score and implement strategies to reduce your debt.

spreadsheet and calculator

Good or Bad: What Type of Debt is on Your Balance Sheet?

Article | Learn to be smart about debt by reducing high-interest loans while borrowing to invest in your future.
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Man putting key in car door

Buy or Lease? Choosing the Better Investment for a New Car

Article | Each option has its pros and cons, and it's important to understand them in the context of your savings goals.
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The cost of college

Saving for college can be stressful, we’ll help you learn how to alleviate the costs of higher education, by investing in college saving plans and reducing student loan debt.

College Savings Plans 101: Common Questions Answered

Article | What are 529 and Coverdell plans and what's the right one for your family?
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Get to the details about taxes

If taxes seem daunting, we can help make the process more transparent and clear. Understand income taxes and how to help your portfolio grow faster with tax-efficient investing.

Insurance: Why is it important?

Whether you're still working or retired, prioritize your financial well-being by maximizing insurance benefits and understanding your investment choices.

Five Questions to Help Make the Most of Your Employee Benefits

Article | Between health care, life insurance, and retirement plans, there are a lot of important decisions to make and maximize your benefits.
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Estate Planning: It's for everyone

Learn about the importance of estate planning, how to smoothly transfer a family's knowledge, and the process of naming your beneficiaries.

Estate Planning at Any Age: It's Not Just for the Wealthy

Article | Think only rich people need to worry about their estate? How to avoid leaving behind a long, expensive hassle for your family.
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family sitting at table

Tips for Your Family's Smooth Financial Knowledge Transfer

family eating dinner together

Four Simple Steps for Naming Beneficiaries and Why It Matters

Article | If you don't decide how to distribute your assets, the state will do it for you, and the outcome may not be what you intended.
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The world of investing is waiting

When it comes to investing, it's all about balancing your returns and risk. Our resources are designed to help you pursue your goals.

The Five Simple Rules of Investing

Video | Investing doesn't have to be intimidating. With these five rules, you'll be able to start building a long-term portfolio.
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Woman looking at her phone

Learn to Invest: Your Goals, Objectives, and Investment Products

Article | Everyone wants to see their money grow, but it's important to figure out what investments best match your goals and tolerance for risk.
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A wide variety of ways to learn

Explore all of our articles, videos, courses, and webcasts.
See all content

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

Check the background of TD Ameritrade on FINRA's BrokerCheck