Investing Stories: Kim

November 16, 2017
Kim is a wine maker who recently started investing. Watch her story.
Transcript Open new window

Are you on track to reach your goals?

A Fond Farewell

Carrie Schwab-Pomerantz reflects on her time working at Charles Schwab and shares parting words as she enters her second act.

How to Stay on Top of Your Retirement Savings

Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

The Estate Tax and Lifetime Gifting

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

Investing involves risk including loss of principal.

Investor featured in this video is not a client of Schwab Wealth Investment Advisory, Inc. and was not compensated by Charles Schwab for their time.

Investors' experiences vary and are not representative experiences or results that may be expected.

1117-7XN2