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• A Guide to Long-Term Investment Strategies | Charles Schwab

  Looking for long-term investing strategies? Discover five ideas to consider that may help you along the path toward your long-term investment goals.

• Leveraging Your Home Equity in Retirement | Charles Schwab

  Retirees have several options for using home equity to assist their finances. Learn how you can leverage your home’s value to support your retirement.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• Muni Bonds: GO or Revenue? | Charles Schwab

  You're interested in municipal bonds, but are general obligation munis or revenue muni bonds better for you?

• What to Know About Inheriting a Business | Charles Schwab

  Inheriting a business can be a great honor—and potentially a great burden. Explore three considerations for inheriting a family business.

• Schwab Georgetown Independent Branch | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Georgetown, TX independent branch. Contact or visit us today.

• 5 Rules for Creating a Retirement Paycheck | Charles Schwab

  Producing a steady income stream in retirement is a complex undertaking. Consider these five rules to help you create a retirement paycheck.

• Charitable Donations: The Basics of Giving | Charles Schwab

  Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

• The Risks of Options Assignment | Charles Schwab

  Before entering an options trade, traders should consider the possibility of early assignment. Learn more about assignment and how to help reduce the risks associated with it.

• Preferred Stock: A Potential Income Tool | Charles Schwab

  If you're considering adding preferred stocks to your portfolio, know the benefits, characteristics, and risks.