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• Find a Branch | Financial Services | Brokerage Firm | Charles Schwab

  Find your nearest Charles Schwab location and speak with one of our financial consultants. Get directions, hours, and request an appointment online.

• Required Minimum Distributions (RMDs) | Charles Schwab

  Investors 73 and older must take required minimum distributions (RMDs) from tax-deferred retirement accounts. Learn how Charles Schwab can help you meet this requirement.

• How to Use Credit Cards Wisely | Charles Schwab

  Learn ways to effectively use credit cards to your advantage.

• How to Store Estate Planning Documents | Charles Schwab

  Storing records in an accessible place like a safe deposit box is important. Here's a step-by-step checklist for keeping estate planning documents safe.

• How to Identify Stock Trend Changes | Charles Schwab

  Identifying potential changes in trends with highs and lows is important for every investor. Learn the basics in this video.

• China Trade War: A Fight With No Winners | Charles Schwab

  Trade wars come down to each country’s vulnerabilities, resilience, and ability to outlast the other. So how do the U.S. and China stack up?

• Schwab Intelligent Portfolios Compare Us | Charles Schwab

  Schwab Intelligent Portfolios is automated investing where our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. Plus, you can get started with as little as $5,000 to invest.

• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.

• Working in Retirement: Social Security & Medicare | Charles Schwab

  If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.

• How to Start an Emergency Fund | Charles Schwab

  An emergency fund is a key part of your financial plan. Learn how to start an emergency fund, including how to set it up and how much money you'll need.