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• How to create and manage a portfolio in Portfolio Checkup | Charles Schwab

• Retirement Planning by the Decade: A Savings Guide | Charles Schwab

  Retirement planning looks different depending on the season of life you're in. Discover how to approach your most important savings goal—one decade at a time.

• Matt Watson | Financial Consultant in OH | Charles Schwab

  Matt Watson is a Financial Consultant at Charles Schwab serving Columbus, OH. Request an appointment or contact us today to speak with a financial consultant.

• Kalpesh H. Patel | Financial Consultant in PA | Charles Schwab

  Kalpesh H. Patel is a Financial Consultant at Charles Schwab serving Horsham, PA. Request an appointment or contact us today to speak with a financial consultant.

• Michael Bonds | Financial Consultant in WA | Charles Schwab

  Michael Bonds is a Financial Consultant at Charles Schwab serving Seattle, WA. Request an appointment or contact us today to speak with a financial consultant.

• Steven Witten | Financial Consultant in MI | Charles Schwab

  Steven Witten is a Financial Consultant at Charles Schwab serving Saginaw, MI. Request an appointment or contact us today to speak with a financial consultant.

• Joe McCleskey | Financial Consultant in CO | Charles Schwab

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

• Mathias Picot | Financial Consultant in CA | Charles Schwab

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

• Market Volatility in Retirement: Are You Prepared? | Charles Schwab

  Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

• Margaux Holloschutz | Financial Consultant in WA | Charles Schwab

  Margaux Holloschutz is a Financial Consultant at Charles Schwab serving Bellevue, WA. Request an appointment or contact us today to speak with a financial consultant.