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• What Is a Fiduciary? Duties and Risks | Charles Schwab

  Would-be estate executors and trustees are often unaware of their legal responsibilities. Find out what it means to be an estate fiduciary.

• Fixed Income Investments for Retirement | Charles Schwab

  A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.

• You've just inherited a retirement account. Now what? | Charles Schwab

  Inherited IRA (pre-Secure Act)

• Estate Planning for Unmarried Couples | Charles Schwab

  More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses.

• Q1 Tech Earnings Preview: Tariffs Chip Confidence | Charles Schwab

  Major tech firms like Apple and Microsoft may face questions about how tariffs impact affected Q1 results, with strength seen as pre-tariff demand.

• When Markets Talk, the Bond Market Speaks Loudest | Charles Schwab

  The fluctuating economic environment, tariffs, and the Fed's ongoing challenges keep bond investors wondering where to turn.

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• Wedding Guest Sticker Shock? Here's Help. | Charles Schwab

  With the cost of clothes, gifts, and travel, being a wedding guest could blow your budget. Here's how to enjoy the party and help avoid the financial pain.

• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.