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• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• A Successful Failure: With Guests Cass Sunstein, Kirabo Jackson & Andrew Chaikin | Charles Schwab

  Using a checklist—it's such a simple idea, but it's one of the best ways to bring order to complexity and achieve results.

• Home Lending: Refinancing, Cash-Out Refi & HELOC | Charles Schwab

  Home lending options can open up new financial opportunities, including money for home improvements. Learn about refinancing, cash-out refis, HELOCs, and more.

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• 6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab

  Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.

• Bridge Loans: Securities-Backed Borrowing | Charles Schwab

  If you need a bridge loan, a securities-backed line of credit (SBLOC) can provide a quick infusion of cash. Find out how it works and the risks and benefits.

• 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.

• How to Protect Your Finances as You Age | Charles Schwab

  An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

• Should I Roll Over My 401(k)? | Charles Schwab

  Changing jobs and wondering: "Should I roll over my 401(k)?" Discover five strategies for handling an old 401(k), along with the pros and cons of each.

• How to Minimize the Risk of an IRS Audit | Charles Schwab

  A number of tax audits result from preventable mistakes. Learn what you can do to help avoid the five most common IRS audit red flags.