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• How to Protect Your Finances as You Age | Charles Schwab

  An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

• How to Avoid Overconcentration | Charles Schwab | Charles Schwab

  Overconcentration in a single stock—even your company's stock—is risky. Learn about overconcentration, how to avoid it & what to consider before selling stock.

• How Do You Define Investment Risk? | Charles Schwab

  There are different measures of risk, and all can be helpful. For most investors, we suggest adding the risk of not achieving goals.

• Volume Profile Indicator Study on thinkorswim | Charles Schwab

  The Volume Profile indicator study on the thinkorswim® platform can help you uncover hidden inflection price points. Learn how to use the study.

• Planning Priorities: Saving for Retirement and a Home | Charles Schwab

  Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.

• Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab

  Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?

• 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.

• Identity Theft Checklist | Charles Schwab

  If you suspect you’ve been the victim of identity theft or fraud, taking immediate action may help limit the impact.

• SEP IRA Employee Summary | Charles Schwab

  Complete all sections of this document in accordance with the elections you made on the Adoption Agreement. Retain the original completed copy for your records—this document should not be returned to Schwab.

• Trading in Cash Accounts: Avoid These Violations | Charles Schwab

  Understanding the timing for setting transactions is important when trading with cash so that traders aren't hit with account restrictions.