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• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• What Is Day Trading? Rules, Risks, and More | Charles Schwab

  What is day trading? Learn how day trading works, the risks involved, and rules to follow if you don't want to get flagged as a pattern day trader.

• 5 Life Insurance Riders to Consider | Charles Schwab

  Life insurance riders are additional feature that can help personalize your policy. Discover how to customize your life insurance policy with riders.

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other.

• A Guide to Long-Term Investment Strategies | Charles Schwab

  Looking for long-term investing strategies? Discover five ideas to consider that may help you along the path toward your long-term investment goals.

• 5 Ideas to Help Your Parents Avoid Financial Fraud | Charles Schwab

  Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

• The Charmer's Playbook | Charles Schwab

  Why do we allow our judgments of one trait of a person (or product or company) to overly influence our judgments of another, unrelated trait of that same person or product or company?

• Real Estate Investment Trusts (REITs) | Charles Schwab

  What is a REIT? Real Estate Investment Trusts allow you to trade real estate in the form of securities, usually in one of two main REIT types.

• Chinese-language Services | Charles Schwab

  Call Schwab to learn more and to arrange a meeting with a Chinese-speaking Financial Consultant.