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• Low-Cost Investments and Wealth Management | Charles Schwab

  Schwab offers low-fee brokerage services tailored for your personal financial goals. Learn more about low-cost investments with Schwab.

• Mutual Fund Fees, Costs & Expense Ratios | Charles Schwab

  What is the real cost of a mutual fund? Understand the fees and costs associated with mutual funds to limit their impact on your returns.

• Why Schwab? Discover what we can do for your investments. | Charles Schwab

  At Schwab, you choose how you’d like to invest. Get low costs, a mix of investment products, and a personal financial advisor when needed.

• Avoiding Unforced Errors in Investing (With Barry Ritholtz) | Charles Schwab

  Liz Ann Sonders sits down with Barry Ritholtz for a discussion about common mistakes and how not to invest.

• ISO Taxes: A Guide | Charles Schwab

  ISO taxes don't have to be overly complicated — learn how incentive stock options are taxed and what documents you need to file in the U.S.

• Saving for College: Custodial Accounts | Charles Schwab

  Custodial accounts may not offer the tax benefits of 529 plans, but they can be used for expenses that 529 plans don't cover. Learn the benefits and drawbacks.

• 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.

• The Buddy System | Charles Schwab

  Pursuing a difficult goal can be lonely work—but it doesn't always have to be.

• Should You Pay Off Your Mortgage Before You Retire? | Charles Schwab

  If you are nearing retirement, does it make sense to pay off your mortgage in advance?

• Tax-Efficient Investing: Why is it Important? | Charles Schwab

  Making tax-efficiency part of your investing strategy can help lower your tax bill. Learn more about tax drag and how to increase tax alpha in your portfolio.