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• 8-Step Guide to Saving for Multiple Financial Goals | Charles Schwab

  When you're juggling multiple financial goals, it can be overwhelming to try to figure out where to start and which to prioritize. Learn what to consider.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house.

• Managing Money: Six Principles of Personal Finance | Charles Schwab

  Watch to learn about six personal finance topics that can have a big impact on your life: budgeting, saving, debt, taxes, insurance, and retirement.

• Limitations of Stock Indexes & How to Use Them | Charles Schwab

  How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.

• How Traders Can Apply Margin | Charles Schwab

  There are several ways traders can use margin in their trading. Factors for how a trader uses margin include a trader's objectives, risk tolerance, and the products they trade.

• How Can You Think Like a Fund Manager? | Charles Schwab

  What lessons about portfolio management can we learn from two different types of fund managers?

• 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.

• Ways to Manage Mega Cap Concentration | Charles Schwab

  When mega cap stocks are dominating the stock market, the case for thoughtful diversification shines.

• What is Tax-Gain Harvesting? | Charles Schwab

  Strategically selling your winning investments could reduce current and future taxes. Learn the process, considerations, and examples of tax-gain harvesting.