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• Should You Pay Off a Mortgage Before You Retire? | Charles Schwab

  Whether it makes financial sense to pay off your mortgage before you retire depends on your individual situation. Here are some things to consider.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• 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.

• 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.

• 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.

• Stock Trading App for Mobile | Stock Trading Platform

  Schwab's stock trading app for mobile devices help you stay connected to the markets. Place trades, monitor stocks, and take a custom watch list wherever you go.

• 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.

• On a High Note | Charles Schwab

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

• 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.

• How to automatically invest in mutual funds | Charles Schwab

  Discover how to automatically invest in mutual funds with Schwab to make recurring investments quick and easy.