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• Yang Guo | Financial Consultant in CA | Charles Schwab

  Yang Guo is a Financial Consultant at Charles Schwab serving Oakland, CA. Request an appointment or contact us today to speak with a financial consultant.

• Megan Li | Financial Consultant in CA | Charles Schwab

  Megan Li is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• John Wu Jr | Financial Consultant in CA | Charles Schwab

  John Wu Jr is a Financial Consultant at Charles Schwab serving Santa Monica, CA. Request an appointment or contact us today to speak with a financial consultant.

• Helen Wu | Financial Consultant in CA | Charles Schwab

  Helen Wu is a Financial Consultant at Charles Schwab serving Pleasanton, CA. Request an appointment or contact us today to speak with a financial consultant.

• Spending in Retirement: Beyond the 4% Rule | Charles Schwab

  The 4% rule is a common rule of thumb to determine your ideal spending percentage in retirement. Explore personalized retirement spending beyond the 4% rule.

• The Estate Tax and Lifetime Giving | Charles Schwab

  If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

• How Do You Build a Bond Portfolio? | Charles Schwab

  Kathy Jones and Cooper Howard discuss how to build a bond portfolio, which bonds are suitable for retirees, and other aspects of fixed income investing.

• Choosing the Right Charitable Trust for You | Charles Schwab

  Charitable lead trusts and charitable remainder trusts can help satisfy both philanthropic and financial goals. Consider which charitable trust is best for you.

• IRA Rules: 8 Things You Need to Know | Charles Schwab

  Knowing about different IRA rules can help you make better decisions about which type of retirement account best suits your situation.

• How's That Fund Doing? Check the Information Ratio | Charles Schwab

  Want to cut through the noise on fund performance? The Information ratio can help you identify funds—and fund managers—who may be outperforming their peers.