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• Good Debt vs. Bad Debt: How to Use Credit Wisely | Charles Schwab

  Some types of credit can help increase net worth, while others don't. Debt itself shouldn’t be the focus. The decision to borrow money matters just as much.

• 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.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• 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.

• When Should I Start Saving for Retirement? | Charles Schwab

  Some pros say your early investing years are among the most critical, which can start with setting up a 401(k). Learn how to start saving for retirement.

• Could You Outlive Your Retirement Savings? | Charles Schwab

  Estimating your longevity is a key part of retirement planning. Learn how to create a solid financial plan so you don't outlive your savings.

• 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.

• Trading Options During Earnings Season | Charles Schwab

  Trading a stock around earnings day can be difficult because of volatility risk. Learn more about the perils of trading during earnings season.

• What to Know About Trading Futures Options | Charles Schwab

  When trading options, it's possible to trade futures as well as stocks. Learn the similarities and differences of trading options on futures versus stocks.

• Schwab 529 Education Savings Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Schwab 529 Plan Account by check or rollover.