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• 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.

• Estate Planning Basics for Low Interest Rates | Charles Schwab

  Curious about estate planning basics? Learn about three estate planning strategies that you can consider using in low interest rate environments.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• 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.

• Is a Private Family Foundation Right for You? | Charles Schwab

  A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.

• Help Your College Grad Become an Investor | Charles Schwab

  Looking for a meaningful college graduation present? Consider opening up the world of investing.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.

• Saving for College: Custodial Accounts | Charles Schwab

  Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.

• Q1 Retail Earnings in Uncertain Year | Charles Schwab

  While Q1 retail earnings results are expected to be good, analysts will be watching for indications about tariff management for the rest of the year.