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• Tiffany Wax | Charles Schwab

  Tiffany Wax is a senior team manager for the Financial Crimes Awareness Team within Schwab’s Financial Crimes Risk Management organization.Tiffany leads a team responsible for researching current fraud and security trends and threats and educating clients to better protect themselves from threats.Tiffany is a Florida Bar attorney, a Certified Anti-Money Laundering Specialist, a Certified Fraud Examiner, and a member of the International Association of Financial Crimes Investigators.

• Estate Planning | Charles Schwab

  Make your wishes known with a clear estate plan.

• Social Security | Charles Schwab

  Understand how Social Security works and when you should consider taking it.

• Brayton Brandt | Charles Schwab

  As a Research Analyst for the Schwab Center for Financial Research (SCFR), Brayton provides investment research and thought leadership for Schwab clients and advisors, including timely and relevant charts on a variety of investing and wealth management topics.

• How Stop Orders Can Help Protect a Position | Charles Schwab

  Want to protect your position? Stop orders may help you obtain a predetermined entry or exit price, limit a loss, or lock in a profit. Learn how they work.

• Mutual Funds | Charles Schwab

  Learn about mutual funds and how they differ from other investments such as ETFs.

• Windhaven - Global Investment Management | Charles Schwab

  Windhaven's global investment management approach seeks to capture most of the upside of markets and less of the downside with a choice of three broadly diversified global portfolios.

• A Straddle Option vs. a Strangle Option | Charles Schwab

  A straddle option and strangle option are strategies for advanced traders to get volaility exposure. Learn more about how they work.

• Debt Management | Charles Schwab

  Learn strategies to manage your debt, including setting up a budget, creating a savings plan, and how to use credit wisely.

• Tax Withholding in Retirement | Charles Schwab

  Have you ever asked yourself: How much tax should I withhold? Learn how federal tax withholding generally works for some common sources of retirement income.