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• Lee Fine | Financial Consultant in FL | Charles Schwab

  Lee Fine is a Financial Consultant at Charles Schwab serving Boca Raton, FL. Request an appointment or contact us today to speak with a financial consultant.

• Zhe Wang | Financial Consultant in TX | Charles Schwab

  Zhe Wang is a Financial Consultant at Charles Schwab serving Sugar Land, TX. Request an appointment or contact us today to speak with a financial consultant.

• Joe Vita | Financial Consultant in TX | Charles Schwab

  Joe Vita is a Financial Consultant at Charles Schwab serving Plano, TX. Request an appointment or contact us today to speak with a financial consultant.

• Hyuk Lee | Financial Consultant in VA | Charles Schwab

  Hyuk Lee is a Financial Consultant at Charles Schwab serving Leesburg, VA. Request an appointment or contact us today to speak with a financial consultant.

• Using the Calendar on thinkorswim® Desktop | Charles Schwab

  Stay on top of news and events that could potentially move the markets with the calendar feature on thinkorswim®.

• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• 2025 RMD Reference Guide | Charles Schwab

  What's new with required minimum distributions? We cover the basics here.

• Simplifying Long-Term Care Planning | Charles Schwab

  Confused by long-term care planning? Learn why long-term care is an important part of retirement planning and how to avoid serious financial consequences.

• SIMPLE IRA Employer Q&A | Charles Schwab

  Here are answers to some questions you may have about a SIMPLE IRA Plan.