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• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.

• How to Create Stop Orders on thinkorswim® Desktop | Charles Schwab

  In this tutorial, we'll show you three ways to create a stop order in thinkorswim® desktop.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• Introduction to thinkorswim® Web | Charles Schwab

  In this tutorial, we'll take a tour of the thinkorswim® web platform and show you how to get started.

• Leveraged and Inverse ETPs: Know the Risks | Charles Schwab

  Leveraged and inverse ETPs are uniquely risky financial instruments—and generally aren't suitable for most investors. Read about the risks that are involved.

• Are Annuities a Good Investment For Me? | Charles Schwab

  Are annuities a good investment? Factors like how long you live and what you value among others can help determine whether or not they're good investments.

• Leveraging Assets to Manage Your Wealth | Charles Schwab

  Borrowing against your assets can often act as a tool to manage wealth. Here's how to use debt strategically—even in some cases when you can afford to pay cash.

• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• Frequently Asked Questions from Investors | Charles Schwab

  Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.