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Insights & Ideas

Keeping you at the forefront of modern investing
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Content with Chris Kawashima
CFP®, Senior Research Analyst, Financial Planning, Schwab Center for Financial Research

As Senior Research Analyst, Financial Planning, for the Schwab Center for Financial Research, Chris is responsible for financial planning and retirement income issues.
by
Rob Williams
Chris Kawashima
|
August 23, 2021
How much can you spend in retirement without running out of money? The “4% rule” is a popular rule of thumb, but we think you can do better. Here are our guidelines for finding your personalized spending rate.
by
Chris Kawashima
|
November 22, 2019
How you manage your employee stock options can affect your taxes and financial plan.

At Charles Schwab, we encourage everyone to take ownership of their financial life by asking questions and demanding transparency.

Our Insights & Ideas bring you information that fosters that ownership, because we believe that the best outcomes in life come from being fully engaged.

Want to know more? Talk with your Schwab Financial Consultant or call 800-355-2162.

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