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What Is Dollar-Cost Averaging? | Charles Schwab
time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan....
How to Borrow Money Strategically for a Big Expense | Charles Schwab
Learn how to approach your next big expense more strategically, whether you plan to pay with cash on hand, liquidate investments, or borrow....
The News, Scary Headlines, and Your Money | Charles Schwab
Do scary headlines make you want to get out of the market? Consider this 3-step plan to help protect your money from the news and noise....
What Should You Know About Annuities? | Charles Schwab
A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab....
3 Ways to Transfer Your Business | Charles Schwab
For business owners, retirement planning should include decisions about their company's future. Here are some business succession strategies to consider....
Managing Cash-Secured Puts | Charles Schwab
enable purchase of desired stocks at a favorable price. Know what to do if it doesn't work out as planned....
How to Write a Legacy Love Letter | Charles Schwab
Crafting a legacy letter to your loved with your estate-planning information and rationale for your choices can help ease their burden when you pass....
What Year-End Tax Strategies Should You Consider for 2024? | Charles Schwab
Mark Riepe highlights key updates to tax policy in 2024 and offers helpful year-end tax-planning moves....
SEP-IRA for Employees | Charles Schwab
for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan)....
with quality research on key topics, including markets, the economy, retirement, taxes, financial planning, wealth management, and portfolio management. He hosts Schwab’s Financial Decoder podcast....