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• A Holistic Approach: Do You Need a Wealth Advisor? | Charles Schwab

  Host Mark Riepe is joined by Senior Wealth Advisor Stephanie Shadel to explain holistic wealth management and the importance of understanding clients' personal histories and preferences.

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• 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....

• Could You Outlive Your Retirement Savings? | Charles Schwab

  your longevity is a key part of retirement planning. Learn how to create a solid financial plan so you don't outlive your savings....

• 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 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....

• Cryptocurrencies and Taxes: What You Should Know | Charles Schwab

  real tax liabilities. Learn about crypto taxes and how to report cryptocurrency transactions when you file your income tax return....

• This Week's CPI Data and the State of the Economy | Charles Schwab

  Liz Ann Sonders interviews Nancy Lazar about the state of the economy, and Kathy Jones and Collin Martin discuss investment-grade bonds.

• Paying for College | Charles Schwab

  If you’re paying for college, tap into all potential funding sources: college savings accounts, scholarships, and financial aid; and see how aid requests are evaluated....

• Health Care Costs in Retirement: Are You Prepared? | Charles Schwab

  Medical bills can put a strain on your retirement income. Explore four ways you can plan ahead to help avoid high health care costs in retirement....