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• Katie Brandon | Financial Consultant in MI | Charles Schwab

  Katie Brandon is a Financial Consultant at Charles Schwab serving Grand Rapids, MI. Request an appointment or contact us today to speak with a financial consultant.

• Jacqueline Tran | Financial Consultant in MI | Charles Schwab

  Jacqueline Tran is a Financial Consultant at Charles Schwab serving Troy, MI. Request an appointment or contact us today to speak with a financial consultant.

• Special Needs Trusts: What to Know | Charles Schwab

  Special needs trusts can help protect vulnerable family members without affecting government benefits. Learn how estate owners can pass along financial support.

• The Buddy System | Charles Schwab

  Pursuing a difficult goal can be lonely work—but it doesn't always have to be.

• Retirement Planning for Empty Nesters | Charles Schwab

  After years of focusing on your kids, it's time to focus on yourself. Read more about planning for your next big milestone—retirement—as an empty nester.

• Making the Most of Your 401(k) in Your 20s | Charles Schwab

  Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

• Schwab Intelligent Income™: A simple, modern way to pay yourself from your portfolio Whitepaper | Charles Schwab

  Learn how Schwab Intelligent Income can be used to pay yourself in retirement.

• Moving in Together? Have the Money Talk First. | Charles Schwab

  Moving in with your romantic partner to save money? Here are three things to talk about before you share an address.

• Today's Stock Options Market Update | Charles Schwab

  Schwab's daily stock options market update provides you with the latest activity, news, insights, and commentary from Schwab's top trading experts.

• 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.