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• 8-Step Guide to Saving for Multiple Financial Goals | Charles Schwab

  When you're juggling multiple financial goals, it can be overwhelming to try to figure out where to start and which to prioritize. Learn what to consider.

• Why You Should Establish Trusted Contacts | Charles Schwab

  Learn how designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.

• The Charmer's Playbook | Charles Schwab

  Why do we allow our judgments of one trait of a person (or product or company) to overly influence our judgments of another, unrelated trait of that same person or product or company?

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• Generating Retirement Income | Charles Schwab

  Once you retire, you'll want to adjust your investment strategy so that your needs are met. Explore how Schwab can help you generate retirement income.

• Using Futures for Capital Efficiency | Charles Schwab

  Learn how futures can help traders pursue their objectives while tying up less capital.

• 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.

• Comparing Index Options and Equity Options | Charles Schwab

  Index options overlie broad market indexes and single equity or ETF options track narrower underlying assets. There are other differences for traders to learn.

• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.

• Estate Sale Need-to-Knows | Charles Schwab

  An estate sale could be an effective way to unload a house-full of possessions, but it's important to understand how the process works to minimize financial and emotional costs.