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• Angela Wong | Financial Consultant in CA | Charles Schwab

  Angela Wong is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab

  Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

• Options Exercise, Assignment & Expiration | Charles Schwab

  Learn how to navigate options exercise, assignment, and expiration, plus explore the mechanics of options expiration before your first options trade.

• Three Things to Know About the Wheel Strategy | Charles Schwab

  Three things to know about the options wheel strategy, which involves selling cash-secured puts and, if assigned, writing covered calls on the stock—then hopefully repeated.

• How Can You Get Started with an IRA? | Charles Schwab

  What are some of the incentives for younger investors to start saving for retirement?

• Tariff Two-Step: What to Watch as Earnings Begin | Charles Schwab

  Earnings season begins with companies adjusting on the fly to tariffs. This could give investors insight into strategies firms are taking and how businesses might be affected.

• Michael Fordham | Financial Consultant in CA | Charles Schwab

  Michael Fordham is a Financial Consultant at Charles Schwab serving Irvine, CA. Request an appointment or contact us today to speak with a financial consultant.

• Buying, Renting, and Selling a Second Home | Charles Schwab

  A second home is a substantial investment that lives by different rules than your primary residence. Review your options and potential tax consequences.

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.

• Tax-Smart Charitable Giving | Charles Schwab | Charles Schwab

  Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.