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• The News, Scary Headlines, and Your Money | Charles Schwab

  Do scary headlines make you want to get out of the market? Consider this 3-step plan to help protect your money from the news and noise....

• What Should You Know About Annuities? | Charles Schwab

  A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab....

• How to Start a Scholarship Fund | Charles Schwab

  Setting up a scholarship can perpetuate your family's values and support generations of learners. Answer these four key questions to help you get started.

• Managing Cash-Secured Puts | Charles Schwab

  enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned....

• What Year-End Tax Strategies Should You Consider for 2024? | Charles Schwab

  Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves....

• SEP-IRA for Employees | Charles Schwab

  for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan)....

• Mark Riepe | Charles Schwab

  with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast....

• What is a 401(k) and How Does It Work? | Charles Schwab

  What is a 401(k)? How does a 401(k) work? Learn how these retirement plans work and get answers to questions on contribution limits, distributions, and more....

• Late-in-Life Marriage: Pros, Cons, and More | Charles Schwab

  Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

• 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.