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• What Happens During an IRS Audit?  | Charles Schwab

  As an IRS agent I conducted hundreds of audits. Here's how the process works and what you can do to prepare.

• Hitting Your Number: With Guests Jason Beck & Devin Pope | Charles Schwab

  Round-number goals are arbitrary but effective.

• Traveling? Medicare Might Not Cover You | Charles Schwab

  Does Medicare cover international travel? Discover three ways Medicare can fall short when traveling internationally—and how to fill health care gaps.

• How to Improve Your Credit Score in 7 Steps | Charles Schwab

  Wondering how to improve your credit score? Discover 7 smart tips to build your credit, plus learn how credit works and why it matters.

• I Want to Save for Education | Charles Schwab

  Discover how you can use your equity compensation to save for education. Learn about the different types of education savings accounts and strategies to help you pay for education.

• Can Small Caps Bounce Back? | Charles Schwab

  Small-cap stocks tend to offer greater growth potential than large-cap stocks. Discover how interest rates, inflation, and investor sentiment affect small caps.

• Theta Decay in Options Trading | Charles Schwab

  What does theta decay in options trading mean? Learn about theta's role in options trades and three trading strategies that target time decay.

• To Fight Another Day | Charles Schwab

  Why do we tend to seek more risk in the face of losses when those losses are only on paper and aren't yet finalized?

• M&A Still on Hold Amid Policy Uncertainty | Charles Schwab

  Mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, but uncertainty around policy may be holding back new deals.

• Fixed Income: Frequently Asked Questions | Charles Schwab

  Answers to questions investors are asking about Treasury bonds, tax policy, credit quality and other issues affecting fixed income investments.