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• Estate Planning at Any Age: Start Early | Charles Schwab

  Organizing your estate is a good exercise at any age—but the sooner the better. Learn the value of planning your estate early in your financial journey.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• How to Use Advanced Stock Order Types | Charles Schwab

  Advanced stock orders can provide additional flexibility for investors. Learn about a few advanced order types that can help traders execute trades more in line with their goals.

• Does Market Timing Work? | Charles Schwab

  We ran the numbers on market timing. Our findings? There's a high cost to waiting for the best entry point. Learn why investing immediately pays off.

• Futures Contract | Charles Schwab Futures and Forex

  Explore the components of futures contracts, along with some basic concepts such as mark-to-market, hedging with futures, and futures roll.

• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• Schwab Intelligent Income™ | Charles Schwab | Charles Schwab

  Generate a monthly paycheck for retirement or other income needs with automated tax-smart withdrawals through Schwab Intelligent Income™.

• Put vs. Call Option: The Basic Differences | Charles Schwab

  Learn the differences between a put vs. call option strategy and how options-approved traders can apply these fundamental options strategies to their trades.

• Protective Put: Understanding the Strategy | Charles Schwab

  Protective puts are one way to hedge stocks against a large price drop. Learn why factors like time decay and volatility should be considered for this strategy.

• Avoid the Emotional Investing Trap | Charles Schwab

  Far too often, investors focus on the current hot stocks or investment fads and take on more risk in their investment portfolio than is necessary to achieve their financial goals.