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• ETFs vs. Mutual Funds – What’s the Difference? | Charles Schwab

  They’re often misunderstood but ETFs and mutual funds can both have a positive impact on your financial portfolio. Get a balanced perspective with help from the experts at Schwab.

• When Can You Withdraw From Your 401(k)? A Guide | Charles Schwab

  When can you withdraw from your 401(k)? If you're considering withdrawing funds early, remember the rule of 55. Find out how it works and what you need to know.

• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• Social Media and Your Money: Follow with Caution | Charles Schwab

  Having ready access to financial information can help give you more confidence in your money decisions, but when it comes to social media, we suggest caution.

• 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.

• Before and After: Managing Social Security Taxes | Charles Schwab

  Most high-income retirees will pay tax on their Social Security benefits. Find out ways to manage your overall tax hit before and after you start collecting.

• Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab

  Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly.

• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.