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• The Lucky Loonie: With Guests Peter Jordan, Trent Evans & Don Moore | Charles Schwab

  Some things are simply beyond our control. And while a little luck never hurts, it's best to understand what your behaviors can truly affect.

• If Only ...: With Guests Stirling Hart & Colin Camerer | Charles Schwab

  You wouldn't be human if you didn't have at least some regrets. The trick is knowing when (and how) to let things go—and when to use regret productively.

• Education Savings Account | Charles Schwab

  An Education Savings Account can supplement a 529 College Savings Plan and help you pay for education expenses from kindergarten through college....

• Family Harmony and Your Legacy | Charles Schwab

  The most effective estate planning includes open communication with family to ensure there are no emotional roadblocks to creating a legacy that lasts for generations....

• Comparing Education Savings Accounts | Charles Schwab

  Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts....

• Tax-time Resources | Schwab

  Need information to plan or file your taxes? Here you’ll find links to Charles Schwab tax forms, important tax changes for this year, and tips for making tax-time a little smoother....

• Where Should You Hold Your Cash? | Charles Schwab

  investments are higher than they've been in decades. The smartest place to keep your cash depends on how you plan to use it. Learn more....

• 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....

• Do You Have Enough for Retirement? | Charles Schwab

  Many retirees risk outliving their retirement savings. Learn how to plan for your retirement income needs to ensure you won't outlive your savings....

• How to Pick an Administrator for Your Estate | Charles Schwab

  With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes....