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• Rick Groff | Financial Consultant in GA | Charles Schwab

  Rick Groff is a Financial Consultant at Charles Schwab serving Sandy Springs, GA. Request an appointment or contact us today to speak with a financial consultant.

• Should You Buy a Home? 5 Things to Do First | Charles Schwab

  Think you're ready to buy your first home? Do these five things before stepping into that first open house.

• Countdown for Gift and Estate Tax Exemptions | Charles Schwab

  Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• Power of Long-Term Compound Interest Investments | Charles Schwab

  Compound interest investments can potentially drive returns over a long period, but there are a few things to consider. Here's what to know.

• Erncy Dumornay | Financial Consultant in FL | Charles Schwab

  Erncy Dumornay is a Financial Consultant at Charles Schwab serving Winter Park, FL. Request an appointment or contact us today to speak with a financial consultant.

• Investment Income taxes | Schwab

  As an investor, you don’t want surprises at tax time. We’ll help you plan ahead with information about capital gains, dividends, interest income, net investment income tax, cost basis, AMT, and more.

• The Charmer's Playbook | Charles Schwab

  Why do we allow our judgments of one trait of a person (or product or company) to overly influence our judgments of another, unrelated trait of that same person or product or company?

• To Fight Another Day | Charles Schwab

  Why do we tend to seek more risk in the face of losses when those losses are only on paper and aren't yet finalized?