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• 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.

• Dollar-Cost Averaging vs. Lump-Sum Investing | Charles Schwab

  Is dollar-cost averaging better than lump-sum investing? Find out which approach may be best and could be worth considering.

• Diversification 101: Lessons from My Air Jordans | Charles Schwab

  My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

• Divorce after 50: Retirement Savings Impact | Charles Schwab

  Divorce after 50 can have a huge impact on your retirement savings. Learn how to safeguard your financial future during late-in-life divorce.

• Headwinds & Tailwinds in the Housing Market | Charles Schwab

  Ivy Zelman and Liz Ann Sonders discuss the challenges in the housing market—and find a few reasons to be optimistic.

• Retirement Income: Required Minimum Distributions | Charles Schwab

  Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.

• Cristopher Llopiz Osorio | Financial Consultant in RI | Charles Schwab

  Cristopher Llopiz Osorio is a Financial Consultant at Charles Schwab serving Providence, RI. Request an appointment or contact us today to speak with a financial consultant.

• What is a Short Squeeze in Stocks? | Charles Schwab

  A short squeeze can potentially be worth trading, but only if you exercise great care. Learn what a short squeeze is and why they happen.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.