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• Greek Graphs Tell the Story of Call Strategies | Charles Schwab

  An understanding of the options greeks allows traders to visualize and estimate the potential performance of a call options trade.

• Aging Parents? 5 Money Topics to Discuss | Charles Schwab

  Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.

• The Most Important Ages of Retirement | Charles Schwab

  Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

• Should You Pay Off a Mortgage Before You Retire? | Charles Schwab

  Whether it makes financial sense to pay off your mortgage before you retire depends on your individual situation. Here are some things to consider.

• Aligning Your Options with Implied Volatility | Charles Schwab

  Learn the difference between implied volatility (IV) and historical volatility (HV) and how to align your options strategy with the right volatility exposure.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• 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.

• 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.

• Is a Private Family Foundation Right for You? | Charles Schwab

  A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.

• Crypto Goes Mainstream: What Investors Should Know | Charles Schwab

  Institutional adoption, greater regulatory clarity, and a growing awareness of blockchain technology’s potential are powering a shift in acceptance of digital assets. What’s next?