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• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• How to Use Credit Cards Wisely | Charles Schwab

  Learn ways to effectively use credit cards to your advantage.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• When Markets Dip, Don't Drop Out | Charles Schwab

  An extreme downturn in the market can shake your confidence. While staying the course may be hard, it can be healthier for your portfolio—learn why.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• Leveraged and inverse products: What you need to know. | Charles Schwab

• College Savings Account | Education & Custodial | Charles Schwab

  Opening a college savings account can be a smart way to establish a college fund for a family member, a friend, or even yourself.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Small Business Retirement Plans | Charles Schwab

  Looking for a retirement plan or business investing account? Schwab offers a range of small business solutions to help you manage your finances.

• New Contribution and Gifting Limits for 2025 | Charles Schwab

  Under the SECURE 2.0 Act, catch-up contributions for older workers get a boost this year. Discover what else is new for contribution and gifting limits in 2025.