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• Learning Quest 529 Plan Financial Professional Authorization Form | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Schwab 529 College Savings Plan Financial Professional Authorization | Charles Schwab

  Complete this form to designate or change a Financial Professional on your account.

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time....

• Stock Index Futures Tick Values | Charles Schwab

  Learn how index futures contracts use tick sizes and tick values to track how much positions gain or lose each day....

• Revocable Living Trust vs. Will | Charles Schwab

  Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

• Tax Planning | Charles Schwab

  Anticipate tax issues to help postpone or potentially avoid unnecessary taxes and maximize after-tax wealth.

• Trading Futures vs. Stocks | Charles Schwab

  Stocks and futures both trade on exchanges, but that's where the similarities end. Futures contracts expire on a set date and can be traded using much more leverage.

• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• Which Milestone Ages Factor Into Retirement Planning? | Charles Schwab

  Retirement planning is tied to a series of milestone ages. Mark Riepe outlines which birthdays can shape decisions about your financial future....

• Travel Planning | Charles Schwab

  Learn tips for keeping costs low and managing your money while traveling.