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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.

• Government Policy | Charles Schwab

  Understand how policy decisions coming out of Washington may impact financial markets and your investments.

• Retirement Income | Charles Schwab

  Learn to create a strategy to help you withdraw, spend and invest your savings for reliable cash flow and a potentially better tax outcome.

• Tax Loss Harvesting | Charles Schwab

  Learn about tax-loss harvesting and how it may impact your taxes.

• Michael Maniscalco | Financial Consultant in PA | Charles Schwab

  Michael Maniscalco is a Financial Consultant at Charles Schwab serving Wayne, PA. Request an appointment or contact us today to speak with a financial consultant.

• What's Going On…With Inflation | Charles Schwab

  Inflation's trend has been favorable in 2025, but learn what might put upward pressure in prices later this year.

• What Is Dividend Yield? | Charles Schwab

  Want to know how much cash flow you're getting for every dollar you've invested in a company? For companies that pay dividends, the Dividend Yield can give you an idea how a company's dividend payments relate to its stock price.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• How to Avoid Overconcentration | Charles Schwab | Charles Schwab

  Overconcentration in a single stock—even your company's stock—is risky. Learn about overconcentration, how to avoid it & what to consider before selling stock.

• Pledged Asset Line® Wire Transfer Request and Authorization | Charles Schwab

  This Schwab Bank Wire Transfer Request and Authorization Agreement establishes additional terms and conditions relating to your Pledged Asset Line account(s), and are part of the agreement between each account holder and Schwab Bank.