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4 Borrowing Strategies to Consider for Big Expenses | Charles Schwab
Using debt strategically, and wisely, can help you achieve important financial goals or cover an unexpected expense. Learn about four loan types.
Kathy Cashatt | Charles Schwab
As a CERTIFIED FINANCIAL PLANNER™ professional with extensive training and experience in a broad range of investment and financial planning topics, Kathy works closely with clients to evaluate their most important financial planning needs. Kathy can help clients build a personalized wealth management strategy that addresses topics such as retirement planning, distribution and income strategies, education planning, risk management, and estate planning.
Cindy Scott, CFP®, ChFC®, CRPC®, provides guidance on a broad range 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, education planning, risk management, and estate planning.
Take your trading to the next level
Congress Approves Massive Tax and Spending Bill | Charles Schwab
Congress approved the "One Big Beautiful Bill" tax-and-spending plan. Here are some of the key provisions for investors and taxpayers.
Learn about options trading, from how to place your first options trade to more advanced topics.
Discover how the unique aspects of futures contracts can provide traders with new potential opportunities in new markets.
Read our take on the stock market through a sector lens.
Apply for a Mortgage | Charles Schwab
Apply for a mortgage through Schwab Bank's home loan program provided by Rocket Mortgage to get a home loan designed for your needs.
Learn how annuities work and their potential costs and benefits.