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• How to Save for an Emergency Fund | Charles Schwab

  On this episode of Personal Finance 101, we take a closer look at what factors to consider when saving for an emergency fund.

• Advisory Programs Referenced in our CRS-IA | Charles Schwab

  See our advisory programs that provide different services, investments, account minimums, and levels of monitoring.

• Instructions to Open or Update a Schwab One® Trust Account with Optional Schwab Bank Investor Checking™ Trust Account | Charles Schwab

• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

• Form 1099-B: Cost Basis and Options Trading | Charles Schwab

  At tax time, traders can expect to receive Form 1099-B. But for options traders, it can be a little different. Learn what options traders should expect.

• The Risks of P2P Payment Apps | Charles Schwab

  Peer-to-peer (P2P) payment apps have simplified money transfers—but what are the risks of associated with using payment apps? Learn how to avoid scams.

• How to use Stock Screener to find stocks | Charles Schwab

• Open a Schwab IRA | Charles Schwab

  Open online or use this form to open an IRA, a SEP-IRA, or a SIMPLE IRA.

• Paper Trading | Charles Schwab

  Test drive thinkorswim with paperMoney® — the paper trading experience that allows you to practice your strategies without putting real money on the line.

• Managing Cash-Secured Puts | Charles Schwab

  Cash-secured puts may generate short-term income or enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned.