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• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.

• Diversification | Charles Schwab

  Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.

• Schwab Intelligent Portfolios FAQs | Charles Schwab

  Get answers to the most commonly asked questions about Schwab Intelligent Portfolios®.

• Types of Employee Benefits | Charles Schwab

  Learn about different types of employee benefits (including health insurance, retirement plans, and disability insurance) and why they matter.

• Trade Forex | Charles Schwab Futures and Forex

  Learn how to get your forex account set up, trade forex on the industry-leading thinkorswim trading platforms, and access premium forex education.

• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• SIMPLE IRA Basic Plan Document | Charles Schwab

  This document contains the legal provisions of your Schwab SIMPLE IRA plan.