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• Estate Planning at Any Age: Start Early | Charles Schwab

  Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.

• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• What is a Robo-Advisor: Debunking Myths | Charles Schwab

  What is a robo-advisor, and how do they work? Learn the truth behind robo-advisors—the modern method of automating your investing and debunk robo-advisor myths.

• Inflation, Deflation, and Stagflation Explained | Charles Schwab

  Inflation is a period of generally rising prices, and there are many ways that changing prices can impact investment portfolios.

• Advance Estate Planning for a Surviving Spouse | Charles Schwab

  No one is fully prepared for the death of a spouse. Learn steps you can take now to help lessen financial stress for the surviving spouse.

• Year-End Tax Trading: Wash Sales and More | Charles Schwab

  Traders should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.

• Your Guide to Bond Taxes | Charles Schwab | Charles Schwab

  Unless you're buying a bond at issue and holding it to maturity, the tax rules for bond proceeds can get complicated pretty quickly.

• Investing in Mutual Funds | Charles Schwab

  Find out what mutual funds are and how they may benefit your financial goals. Use resources from Schwab to start investing in mutual funds today.

• Coverdell Education Savings Accounts Guide | Charles Schwab

  Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.

• Love the Mug You're With: With Guests Joel Platt, Sally Sadoff & Richard Thaler | Charles Schwab

  It's a bias that's been observed for perhaps thousands of years, a tendency to overvalue what we already possess.