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Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.
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.
8 Financial Steps to Take During a Divorce | Charles Schwab
Divorce impacts many areas of life, including your finances. Discover 8 financial steps to prioritize during a divorce to help limit negative impacts.
How to Minimize the Risk of an IRS Audit | Charles Schwab
A number of tax audits result from preventable mistakes. Learn what you can do to help avoid the five most common IRS audit red flags.
Unwrap a New Approach to Holiday Spending | Charles Schwab
Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.
What to Know About Artificial Intelligence (AI) | Charles Schwab
AI technology could alter our lives. Find out what Schwab's Kevin Gordon and AI expert Mark Esposito think about what the future of AI could mean for investors.
Options Trading | Charles Schwab
Explore options trading with Schwab. Trade with our intuitive online platforms and tools, plus receive real-time decision support from options specialists.
Tax-Bracket Management Tips | Charles Schwab | Charles Schwab
Strategically realizing or reducing income each year can help maximize after-tax returns—and potentially increase your wealth over time.
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.
Certificate of Deposit | Charles Schwab
A certificate of deposit (CD) is a type of savings tool with various benefits. Explore current CD rates and how to purchase CDs through Schwab.