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• What Should Be on Your Wealth Management Watch List This Year? | Charles Schwab

  It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?...

• 6 Different Trusts for Particular Needs | Charles Schwab

  There are nearly as many types of trusts as there are individual circumstances.

• Should You Start Giving Money to Your Heirs Now or Leave a Bequest? | Charles Schwab

  Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

• Michael Townsend | Charles Schwab

  regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers. He hosts Schwab's WashingtonWise podcast....

• Types of Brokerage Accounts | Charles Schwab

  What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.

• Personal Trust Services & Management | Charles Schwab

  Charles Schwab Trust Company is committed to providing dedicated, ongoing personal trust management and administration that upholds your wishes for the future.

• Are HSAs the New IRAs? | Charles Schwab

  Considering investing in a health savings account? Learn how these triple-tax-advantaged accounts could help pay for health care in retirement.

• How Much Risk Is Right for You? | Charles Schwab

  Every investor wants to maximize return—but you must first consider how much risk you can stomach.

• Patrick Means | Charles Schwab

  fulfilled his goal of doing both. Patrick and his team provide clients with personalized financial plans and investing guidance. He holds the Certified Wealth Strategist® designation....

• What Is Financial Literacy and Why Does It Matter? | Charles Schwab

  What is financial literacy? It means understanding the basics of money management to help you make better financial choices. Here's how to get started.