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Barbell, Bullet, and Bond Ladder Strategy | Charles Schwab
Choosing between a bullet, a barbell, and a bond ladder strategy depends on your goals and timeframe. Discover which investment strategy best fits your needs.
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.
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.
Cryptocurrencies and Taxes: What You Should Know | Charles Schwab
Virtual currencies can result in real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return.
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.
Choiceology's Guide to Better Decisions | Charles Schwab
What are some strategies that can help you mitigate cognitive biases and make better decisions?
Equity Compensation—It's Not Just Fun Money | Charles Schwab
When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.
Using After-Hours Trading | Charles Schwab
Some traders use after-hours trading as a way to analyze their trades and look ahead to prepare for the next trading day.
What is Tax-Gain Harvesting? | Charles Schwab
Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.