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• How Can You Build Your Pre-Retirement Checklist? | Charles Schwab

  What do you need to take care of in the handful of years, months, and days before you retire?

• 5 Investing Mistakes You Might Be Making | Charles Schwab

  Overconcentration in a single stock or sector is just one investing mistake you might not know you’re making. Here are five things to look out for in your portfolio....

• Should You Save for Retirement or Pay Off Student Loans? | Charles Schwab

  Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don’t have to give up one for the other....

• What Age Can You Draw Social Security? | Charles Schwab

  Social Security offers the option to draw benefits early. Understand the factors that determine if you should begin taking Social Security early or wait until full retirement age....

• Roth IRA Contributions: 4 Things You Need to Know | Charles Schwab

  Once you understand what a Roth IRA is, it's time to dig into how contributions work. Learn how specific rules and limitations could affect you and your money....

• Are You Up for the No-Spend Challenge? | Charles Schwab

  The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.

• How Can You Save for College? | Charles Schwab

  What financial tools and strategies are available to those planning for college expenses?

• Backdoor Roth: Is It Right for You? | Charles Schwab

  If your income is too high for a Roth IRA, there's another way in—but it comes with some caveats. Learn more about the backdoor Roth and the tax implications of using one.

• Can You Really Live on a Cruise Ship? | Charles Schwab

  Making a home aboard an ocean liner may sound like a dream for some retirees. Explore the pros and cons of living a life on the seas.

• Retiring Early: Can You Afford It? | Charles Schwab

  Facing an unexpected early retirement? Here’s how to figure out how your budget and savings would be affected.