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• How Passing Assets to Parents Can Lower Taxes | Charles Schwab

  Passing assets with substantial gains up to parents instead of waiting to pass them down to kids can help lower estate taxes.

• Power of Long-Term Compound Interest Investments | Charles Schwab

  Compound interest investments can potentially drive returns over a long period, but there are a few things to consider. Here's what to know.

• Schwab Bank Investor Savings™ Account Application | Charles Schwab

  Use this form to open or update an existing Schwab Bank Investor Savings™ account.

• 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.

• Become a Better Money Manager | Charles Schwab

  Here's a calendar of financial tips and tasks for the year, including important deadlines and changes.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• 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.

• 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.

• On a High Note | Charles Schwab

  Is it possible to structure our experiences to remember them more fondly?

• Before the Rate Cut, Our View of the Markets | Charles Schwab

  Now that the yield curve has uninverted, what can we expect from the markets as we approach next week's Fed meeting?