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• How to automatically invest in mutual funds | Charles Schwab

  Discover how to automatically invest in mutual funds with Schwab to make recurring investments quick and easy.

• Mega-Cap Rollercoasters: Basics of Single-Stock ETFs | Charles Schwab

  Single-stock ETFs are now available, but these funds pose unique risks and aren't for everyone. Here are a few basics.

• Trading Micro Crude Futures | Charles Schwab

  Micro WTI Crude Oil futures offer smaller-sized contracts, allowing traders to access the oil market but with a reduced initial financial commitment than standard crude oil contracts.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• Good Debt vs. Bad Debt: How to Use Credit Wisely | Charles Schwab

  Some types of credit can help increase net worth, while others don't. Debt itself shouldn’t be the focus. The decision to borrow money matters just as much.

• How Stop Orders Can Help Protect a Position | Charles Schwab

  Want to protect your position? Stop orders may help you obtain a predetermined entry or exit price, limit a loss, or lock in a profit. Learn how they work.

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.

• To Fight Another Day | Charles Schwab

  Why do we tend to seek more risk in the face of losses when those losses are only on paper and aren't yet finalized?

• Should You Add Life Insurance to Your Estate Plan? | Charles Schwab

  Adding life insurance to your estate plan can help give your heirs flexibility in the future. Explore the difference between term and permanent life insurance.

• Learning Quest 529 Plan Withdrawal Request Form | Charles Schwab

  Complete this form to request a full or partial withdrawal from your Learning Quest 529 Plan Account.