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• Personal Trust Services & Management | Charles Schwab

  Charles Schwab Trust Company is committed to providing dedicated, ongoing personal trust management and administration that upholds your wishes for the future.

• Retirement Calculator | Your Retirement Savings | Charles Schwab

  Are you saving enough money for retirement? Use our retirement savings calculator to help find out how much money you need to save for retirement.

• What Should I Do When Interest Rates Fall? | Charles Schwab

  Schwab experts on how investors can respond once interest rates begin to fall.

• (Bonus) Do Super Bowl Wins Diminish in Value? | Charles Schwab

  In this short bonus episode from Financial Decoder, host Mark Riepe connects the Super Bowl LVIII matchup to the concept of economic utility.

• Aging Parents? 5 Money Topics to Discuss | Charles Schwab

  Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

• What to Know About the Five-Year Rule for Roths | Charles Schwab

  There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.

• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• How to Write a Legacy Love Letter | Charles Schwab

  Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass.

• How's That Fund Doing? Check the Information Ratio | Charles Schwab

  Want to cut through the noise on fund performance? The Information ratio can help you identify funds—and fund managers—who may be outperforming their peers.

• Time Travel: Choosing Stock Chart Time Frames | Charles Schwab

  Long-term investors tend to focus on daily stock charts to help with decisions, while active traders often focus on more detailed charts. Why not try both?