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• Levi Jones | Financial Consultant in KY | Charles Schwab

  Levi Jones is a Financial Consultant at Charles Schwab serving Louisville, KY. Request an appointment or contact us today to speak with a financial consultant.

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• Are You Up for the No-Spend Challenge? | Charles Schwab

  The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.

• Investing Basics: The Power of Compounding | Charles Schwab

  Compound interest can potentially help investments grow over time.

• Limit Orders: Types, Risks and Advantages | Charles Schwab

  Limit orders allow traders to gain better control of their order. Read about the different types of limit orders, as well as the advantages and risks involved.

• How to Buy Bonds: A 3-Step Guide | Charles Schwab

  Wondering how to buy bonds? The bonds you choose should align with your risk tolerance and goals. Discover what to consider before buying any bond.

• Experienced Team - Wealth Management | Charles Schwab

  Schwab's experienced wealth management team and your Financial Consultant help you to make informed decisions about your wealth. Call us to discuss your advice needs.

• Avoiding the Three-Year Rule When Using an ILIT | Charles Schwab

  Gifting life insurance to an irrevocable life insurance trust (ILIT) could trigger the IRS's three-year rule—and taxes. Learn how to avoid an IRS clawback.

• Todd Hoeder | Financial Consultant in AZ | Charles Schwab

  Todd Hoeder is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Devyn Wirth | Financial Consultant in AZ | Charles Schwab

  Devyn Wirth is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.