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Charitable Giving | Charles Schwab
Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.
Where personal finance gets personal
Rethinking the 4% Rule | Charles Schwab
Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.
What is Alternative Minimum Tax (AMT) and How Does It Work | Charles Schwab
Alternative minimum tax (AMT) applies only to some taxpayers. What is the AMT and how does it work? Learn who might be affected by the AMT and what triggers it.
Stock Options | Charles Schwab
Learn about stock options, like non-qualified stock options (NQSQs) and incentive stock options (ISOs), a form of equity compensation, which allows an employee to buy shares of company stock at a fixed price.
Taxes 2024: 8 Things to Know Now | Charles Schwab
With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.
How to Make a Budget | Charles Schwab
Putting together a budget is a crucial step in taking control of your financial wellness. In this video, we walk you through our basic steps towards creating a useful budget.
Learn about employee stock purchase plans (ESPPs), a form of equity compensation, which allows you to buy shares of your company’s stock at a discounted price.
Sector Index Funds and Concentration Risk | Charles Schwab
In a market-cap weighted sector index fund, a few large stocks can dominate its performance. Consider the concentration risk of buying sector index funds.
What's in the Federal Reserve's Toolbox? | Charles Schwab
The Fed works to ensure maximum employment and stable prices. Discover four monetary-policy tools the Fed uses that affect interest rates and the stock market.