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Kathy Cashatt | Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Promises: Tariffs Hit Markets | Charles Schwab
The Trump Administration's plans to put tariffs on imports from Canada, Mexico, and China have the potential to dent economic growth, boost inflation, and raise uncertainty.
Test Your Tax Knowledge | Charles Schwab
How tax-savvy are you? Test your knowledge with our 10-question tax quiz.
Supply Chain Messages About the Trade War | Charles Schwab
What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.
On Your Side: Investing Solutions to Help You | Charles Schwab
Charles Schwab introduces a new offering to help you "Own Your Tomorrow," whatever the market environment. Learn more about Your guide to everything we offer.
Should Gig Workers Use a Roth IRA? | Charles Schwab
Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.
How to Save for an Emergency Fund | Charles Schwab
On this episode of Personal Finance 101, we take a closer look at what factors to consider when saving for an emergency fund.
Comparing Education Savings Accounts | Charles Schwab
Want to learn about education savings accounts? Check out our side-by-side comparison of 529 plans, Coverdell ESAs, and custodial accounts.
Understand returns on your investments over time and how they're contributing to your goals.
Help stay on track with your investment goals by maintaining your original asset allocation or making adjustments to reflect changes in your risk profile.