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• Is Your Investment Portfolio Too Cluttered? | Charles Schwab

  A little bit of streamlining can lighten the load when it comes to portfolio management.

• Fixed Income Investments for Retirement | Charles Schwab

  A market downturn won't necessarily hurt fixed income holdings the way it hurts an equity portfolio. Learn more about fixed income investments for retirement.

• Products | Charles Schwab

  Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.

• Wedding Guest Sticker Shock? Here's Help. | Charles Schwab

  With the cost of clothes, gifts, and travel, being a wedding guest could blow your budget. Here's how to enjoy the party and help avoid the financial pain.

• 6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab

  Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.

• Home Lending: Refinancing, Cash-Out Refi & HELOC | Charles Schwab

  Home lending options can open up new financial opportunities, including money for home improvements. Learn about refinancing, cash-out refis, HELOCs, and more.

• Unwrap a New Approach to Holiday Spending | Charles Schwab

  Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.

• Yes, You Can Give Meaningfully on a Budget | Charles Schwab

  Feeling charitable but on a budget? Here are meaningful ways to support causes important to you and still stay within your means.

• What to Know About Artificial Intelligence (AI) | Charles Schwab

  AI technology could alter our lives. Find out what Schwab's Kevin Gordon and AI expert Mark Esposito think about what the future of AI could mean for investors.

• The Lucky Loonie: With Guests Peter Jordan, Trent Evans & Don Moore | Charles Schwab

  Some things are simply beyond our control. And while a little luck never hurts, it's best to understand what your behaviors can truly affect.