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• How Can You Build Your Pre-Retirement Checklist? | Charles Schwab

  What do you need to take care of in the handful of years, months, and days before you retire?

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.

• How Did Chuck Schwab Disrupt an Industry? (Rebroadcast) | Charles Schwab

  Founder and Chairman of the Board Chuck Schwab joins Mark Riepe for a candid discussion about the decisions he made that disrupted the brokerage industry.

• How to Pay Off Student Loans | Charles Schwab

  Wondering how to pay off student loans? Here are some tips to consider that can potentially help you reduce or eliminate your student loan debt....

• 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.

• Mortgage Rates | Schwab Bank | Charles Schwab

  Check current mortgage rates to purchase a home or refinance your loan. Schwab offers secured loans that you can use for mortgages with affordable interest rates....

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

• Special Needs Trusts: What to Know | Charles Schwab

  needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support....

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• How to Short a Stock: Short Selling Review | Charles Schwab

  Want to know how to short a stock? Learn the basics and the risks that are involved with short selling before you decide to dive in....