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• 5 Questions to Ask Before a Big Purchase | Charles Schwab

  Avoid surprises by asking key questions before a big purchase or payment. Sometimes borrowing may make more sense than pulling money out of your portfolio.

• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• As Rate Cuts Loom, Stock Buybacks May Continue | Charles Schwab

  Stock buybacks help companies return cash to shareholders, reduce the base for earnings per share calculations, and may signal good news about growth.

• 529 Plan: A College-Savings Vehicle | Charles Schwab

  A 529 plan, a popular college-savings vehicle, can provide several tax advantages when used for education expenses. Learn more about how 529 plans work.

• How a Dividend Reinvestment Plan Works | Charles Schwab

  A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• Inflation Reduction Act Summary | Charles Schwab

  What's in Inflation Reduction Act? Our summary discusses how it aims to combat climate change and increase tax revenues. Learn what it could mean for you.

• Q2 Tech Earnings Preview: More Growth Seen | Charles Schwab

  Tech earnings strength has lifted S&P 500 earnings growth in recent quarters and could again as firms like Apple, Microsoft, and Intel gear up to report.

• 4 Retirement Risks to Avoid | Charles Schwab

  The five years before and after retirement are among the most important—and vulnerable—for savings. Consider these tips to help avoid potential risks.

• Schwab Genesis Variable Annuity | Charles Schwab

  Take charge of your retirement with more investment choices, guaranteed income, and protection for your beneficiaries. Learn about the Schwab Genesis Variable Annuity.