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• Schwab Old Saybrook Independent Branch | Charles Schwab

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

• Schwab Fairfield Branch | Charles Schwab

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

• Schwab Madison, CT - by appt. only | Charles Schwab

  Get personalized help with your investments, wealth management, retirement, and more at Charles Schwab's Madison, CT branch. Request an appointment on Schwab.com

• Planning Retirement Income | Charles Schwab

  Planning retirement income may seem daunting, but it doesn't need to be. Learn budgeting and strategic tips in our guide to navigating distributions.

• Will the "Big Beautiful" Tax Bill Affect Munis? | Charles Schwab

  The bill contains several tax-code changes that could affect municipal bonds. Here's what investors should know.

• What is the Sunk Cost Fallacy and How Does It Work? | Charles Schwab

  The sunk cost fallacy is the irrational idea that you should keep investing in something just because you've already invested time or money in it. Learn more.

• A Straddle Option vs. a Strangle Option | Charles Schwab

  A straddle option and strangle option are strategies for advanced traders to get volaility exposure. Learn more about how they work.

• A Look at Hard vs. Soft Data | Charles Schwab

  Take a look at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term.

• What Does a Credit Analyst Do? | Charles Schwab

  Carol Spain explains how a team of researchers evaluate different corporate bonds and make decisions in the fixed income markets.

• Income Too High for a Roth IRA? Try These Alternatives | Charles Schwab

  If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.