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• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.

• What are Buffer ETFs? | Charles Schwab

  Product overview and description of Buffer ETFs

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Common Types of Retirement Plans to Know About | Charles Schwab

  There are many types of retirement plans—which one is right for you? Learn about the features and eligibility requirements for 401(k) plans, IRAs, and more.

• Schwab's Market Perspective: On Firmer Ground? | Charles Schwab

  What to expect from the stock and bond markets? Here's Schwab's perspective.

• Using Tax Brackets to Manage Your Taxable Income | Charles Schwab

  Managing your income around the tax-bracket thresholds can help you avoid paying higher rates.

• Futures Markets | Charles Schwab

  Explore the wide variety futures markets available for trading, including futures indices and futures options.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.Read PDF: How to place options trade

• Are California Fires a Risk to the Muni Market? | Charles Schwab

  The wildfires may affect some municipal bond issuers in the devastated areas around Los Angeles. Here's what muni bond investors should know.