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• How to Include Pets in Estate Planning | Charles Schwab | Charles Schwab

  estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone....

• How to Minimize the Risk of an IRS Audit | Charles Schwab

  A number of tax audits result from preventable mistakes. Learn what you can do to help avoid the five most common IRS audit red flags....

• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now....

• How to Determine Your Risk Tolerance Level | Charles Schwab

  As you're saving for the future, it's important to determine your risk tolerance and shape your investing strategy accordingly....

• Credit Card Rewards Game: 5 Mistakes to Avoid | Charles Schwab

  Using credit cards to get rewards could feel like a game, but it may have consequences. Avoiding these five mistakes could help you win....

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation....

• How Do You Build a Bond Portfolio? | Charles Schwab

  Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing....

• How Can Vertical Spreads Help Your Strategy? | Charles Schwab

  Vertical spreads could change your risk profile and margin requirements. Find out how vertical spreads can impact a margin-approved traders' options strategy....

• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds....

• How Can You Make the Most of Your IRA Nest Egg? | Charles Schwab

  What's the best way to shift your mindset when it's time to withdraw from your IRA?