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Mary Lai | Financial Consultant in CA | Charles Schwab
Mary Lai is a Financial Consultant at Charles Schwab serving Cupertino, CA. Request an appointment or contact us today to speak with a financial consultant.
Lisa Chu | Financial Consultant in CA | Charles Schwab
Lisa Chu is a Financial Consultant at Charles Schwab serving Cupertino, CA. Request an appointment or contact us today to speak with a financial consultant.
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.
Death Notification: What to do when a loved one dies — Inheritance Center | Charles Schwab
Notifying us of the death of a Schwab client is the first step in the inheritance process. It’s easy and will take only a few minutes.
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.
The Business of Consulting | Charles Schwab
If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.
2025 RMD Reference Guide | Charles Schwab
What's new with required minimum distributions? We cover the basics here.
How to Start an Emergency Fund | Charles Schwab
An emergency fund is a key part of your financial plan. Learn how to start an emergency fund, including how to set it up and how much money you'll need.
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.