Talking points: Charles Schwab interview


Handling The Holiday Hangover

1. List out your Holiday spending habits
2. Take inventory of the after effect of spending
3. Consider ways to generate additional income
4. Organize a family meeting

Tax Season Tips

1. Manage your investments for potential tax savings
2. Determine your marginal income tax bracket
3. Deadline for 2010 Roth IRA conversions is December 31
4. Make the most of your philanthropy

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