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Should You Pay Off Your Mortgage Before You Retire? | Charles Schwab
If you are nearing retirement, does it make sense to pay off your mortgage in advance?
Want to Downsize Your Home? Here’s What to Know | Charles Schwab
Moving to a smaller house as you near retirement can have many financial advantages. Here’s what you should consider from a tax perspective....
A Look at Hard vs. Soft Data | Charles Schwab
at hard vs. soft data and learn why trends, for now, will likely remain murky and volatile in the near-term....
So Close to the Prize: With Guests Oleg Urminsky & Brian Zinn | Charles Schwab
Whatever the goal, we often increase our level of effort when the finish line seems near. How can we make the most of this tendency?...
Fixed Indexed Annuities in Your Portfolio | Charles Schwab
A fixed indexed annuity can offer those in or near retirement a balance of security and potential growth. Learn about what they are and how they work....
U.S. Economy: A Glass Half Full, Half Empty, or Both? | Charles Schwab
different directions, what should investors be watching to get a good read on the economy now and the near future?...
Sequence of Returns Risk | Charles Schwab
Be wary of the sequence-of-returns risk if you are nearing retirement age. Learn more about how timing can play a critical role in your retirement savings....
Jeannie Bidner | Charles Schwab
and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states...states as well as the centralized national branch teams.
Cents & Sensibility: With Guests Melina Palmer & Devin Pope | Charles Schwab
Why do tiny gaps near round numbers alter how we perceive value? Learn how small thresholds can drive big differences in decision-making....
Find a Consultant | Charles Schwab
Search by last name or location and find a Schwab consultant to help you reach your financial goals.