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• Estate Planning for Unmarried Couples | Charles Schwab

  More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• How to Pick an Administrator for Your Estate | Charles Schwab

  With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.

• Fixed Income Investments for Retirement | Charles Schwab

  A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.

• Managing Equity Awards in a Down Market | Charles Schwab | Charles Schwab

  Wondering how to manage an equity award during a down market? Learn what to keep in mind and what to consider during times of volatility.

• Reduce Emotional Trading with Robo-Advisors | Charles Schwab

  Trading with your emotions during times of market volatility? Explore whether a robo-advisor may be able to help.

• 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.

• How to Manage Finances After Losing a Spouse | Charles Schwab

  Managing your finances after losing a spouse can feel overwhelming. Learn 7 financial steps you can prioritize to help you get your finances in order.

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• How to Maximize Travel Points | Charles Schwab

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