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• Planning Priorities: Saving for Retirement and a Home | Charles Schwab

  Investing for retirement and saving for a down payment on a home often share the spotlight amongst financial goals. Working on either of them might feel like you have to pause the other, but making progress toward both targets can be doable with some basic financial planning.

• Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab

  With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.

• Ben Piff | Financial Consultant in OR | Charles Schwab

  Ben Piff is a Financial Consultant at Charles Schwab serving Portland, OR. Request an appointment or contact us today to speak with a financial consultant.

• Gregory Lee | Financial Consultant in CA | Charles Schwab

  Gregory Lee is a Financial Consultant at Charles Schwab serving Corte Madera, CA. Request an appointment or contact us today to speak with a financial consultant.

• Jerry Ho | Financial Consultant in CO | Charles Schwab

  Jerry Ho is a Financial Consultant at Charles Schwab serving Lone Tree, CO. Request an appointment or contact us today to speak with a financial consultant.

• Tax Efficient Asset Location | Charles Schwab

  Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.

• Retirement Income: Required Minimum Distributions | Charles Schwab

  Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.

• How to Value Company Stocks | Charles Schwab

  Analysts use three ratios to help value company stocks: price-to-earnings (P/E), price/earnings-to-growth (PEG), and price-to-book (P/B). Learn how they work.

• Summit Fever | Charles Schwab

  Imagine that you've put in effort toward a goal, but things haven't quite worked out the way you hoped. How do you know when it's time to let it go?

• College Savings Plans | Charles Schwab

  Compare different accounts specifically designed to help you save for college, and understand the tax advantages of each college savings plan.