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• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• 3 Nontraditional ETFs to Consider | Charles Schwab

  Some ETFs offer access to niche and speculative areas of the market. Read about active ETFs, cryptocurrency ETFs, and thematic ETFs.

• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.

• Benefits of Tax-loss Harvesting | Charles Schwab

  With tax-loss harvesting, you can take advantage of market volatility to offset capital gains.

• Trade Away Practices | Charles Schwab

  Information about Trades Executed through Broker-Dealers Other than Schwab in the Managed Account Select® and Managed Account Connection® Programs.

• Strategies to Consider for Bitcoin ETF Options | Charles Schwab

  The launch of options on bitcoin ETFs may enable traders to hedge and speculate on the underlying ETF, as well as on the movements of the cryptocurrency itself.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• ETFs and Taxes: What You Need to Know | Charles Schwab

  ETFs can have different tax implications depending on how they're structured and how long you've held the ETF. Learn more about ETFs and taxes to help avoid unpleasant surprises.

• Low-Cost Investments and Wealth Management | Charles Schwab

  Schwab offers low-fee brokerage services tailored for your personal financial goals. Learn more about low-cost investments with Schwab.