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What is a Prenup and Why Do I Need It? | Charles Schwab
There are a lot of positives to prenups—but what is a prenup, exactly? Learn how a prenup works and how it may help protect you in the event of divorce....
ETFs: Expense Ratios and Other Costs | Charles Schwab
ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.
What Is Financial Literacy and Why Does It Matter? | Charles Schwab
means understanding the basics of money management to help you make better financial choices. Here's how to get started....
How to Pick an Administrator for Your Estate | Charles Schwab
With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.
Understand the potential financial loss of investment decisions and how that may affect your portfolio....
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.
Looking for help with taxes? We’ll help you plan ahead with information about taxable income, capital gains, dividends, net investment income tax, cost basis, AMT, and more.
How Will the Market Respond to Rate Cuts? | Charles Schwab
Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Learn what factors could be driving the Fed now.
What Is the Debt Ceiling and Why Does It Matter? | Charles Schwab
What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy....
Think through how you would like your investments and other assets distributed to your heirs.