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• How to Maximize Travel Points | Charles Schwab

  The Points Guy shares tips for making the most of your travel perks.

• A Lump Sum vs. an Annuity: How to Decide | Charles Schwab

  Deciding between a lump sum vs. an annuity to see which makes sense for you? Learn how factors like life expectancy, family, and income can help you decide.

• Schwab Mobile App | Charles Schwab

  Discover how some of the most popular tools and features of the Schwab Mobile app can help you simplify your financial life.

• Types of Insurance: A Guide | Charles Schwab | Charles Schwab

  How do you know what type of insurance you need? Explore different kinds of insurance, their pros and cons, and costs.

• What Are Money Market Funds, and How Do They Work? | Charles Schwab

  Money market funds typically invest in higher-yield, short-term debt securities. Learn how they work, their pros and cons, and if they make sense for you.

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• Coverdell Education Savings Accounts Guide | Charles Schwab

  Coverdell Education Savings Accounts (ESAs) can provide more flexible investing options compared to 529 plans. Discover the differences between ESAs and 529s.

• Cash Investments – Sweeps, CDs, Money Market Funds & More | Charles Schwab

  Cash can play different roles based on your financial strategy. Our solutions fall under two categories: savings and investment cash and everyday cash.

• Compare Our Intelligent Solutions | Charles Schwab

  Automated investing plus human help when you need it. Discover which solution is right for you.

• What Is FDIC Insurance? Limits and More | Charles Schwab

  Curious about FDIC insurance limits? It's smart to know the basics of FDIC insurance. Learn what it is, how it works, and how to maximize your coverage.