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of investment and financial planning topics. She works closely with clients to build personalized wealth management strategies that address topics including retirement planning, distribution and income strategies...strategies, education planning, risk management, and estate planning.
Fixed-Rate Mortgage vs. ARM: How Do They Compare? | Charles Schwab
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
How a Dividend Reinvestment Plan Works | Charles Schwab
A Dividend Reinvestment Plan, or DRIP, is the process of automatically reinvesting dividends into additional whole and fractional shares of a company's stock.
Schwab Brokerage: Personal Choice Retirement Account | Charles Schwab
With a Schwab Personal Choice Retirement Account (PCRA), you can invest in a retirement plan with the freedom of a brokerage account....
How Can You Set the Right Financial Goals? | Charles Schwab
joined by guest Cindy Scott to discuss ways you can align your vision for the future with your values and plan a path to long-term financial success....
How to Launch and Maintain a Business | Charles Schwab
Wondering how to launch a business? Discover 8 actionable tasks that will help you get your new business off the ground and positioned for success.
Estate Planning for Unmarried Couples | Charles Schwab
More people are opting to live with their significant other without tying the knot. Learn how unwed partners can achieve the same legal protections as spouses.
Smart tax planning involves looking at your financial plan, portfolio, and overall situation from a tax perspective—ideally, on a year-round basis....
2025 Planning and Wealth Management Outlook | Charles Schwab
Wondering what the wealth management outlook is for 2025? Discover how to stay on track to reach your financial goals with three themes to consider in 2025.
Chris Kawashima | Charles Schwab
Chris Kawashima, CFP, is Director, Financial Planning, for the Schwab Center for Financial Research. He is responsible for researching financial planning and retirement income issues....