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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.

• 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.

• The Lucky Loonie: With Guests Peter Jordan, Trent Evans & Don Moore | Charles Schwab

  Some things are simply beyond our control. And while a little luck never hurts, it's best to understand what your behaviors can truly affect.

• 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.

• How to transfer an account to Schwab | Charles Schwab

  Learn to transfer an account to Schwab in just three simple steps. Transfer your stocks, mutual funds and more.

• Delta Results, Jobless Claims, Fed Speaker Ahead | Charles Schwab

  After closing at or near record highs yesterday, Wall Street braces for Delta results and a Fed governor's speech. Fed minutes showed willingness to consider rate cuts this year.

• Navigating the 'Funky' Market Environment (With Helene Meisler) | Charles Schwab

  Longtime market technician Helene Meisler joins Liz Ann Sonders to explore market trends, sentiment, and volatility, offering insights on the evolving investing landscape.

• Does Your Portfolio Need Decluttering? | Charles Schwab

  In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.

• Portfolio Management Checklist | Charles Schwab

  Checking in on your portfolio at least once a year can help you make sure your investments are helping you accomplish your goals. Here's a checklist to see how your portfolio stacks up.

• 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.