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• Equity Compensation—It's Not Just Fun Money | Charles Schwab

  When your employer grants you shares of stock, it can feel like a bonus. But it's more than fun money; it's a chance to build your financial future if you manage it right.

• Guide on Taking Social Security: 62 vs. 67 vs. 70 | Charles Schwab

  Considering whether to take Social Security benefits at 62 vs. 67 vs. 70? Learn how claiming your Social Security will affect you at each age.

• What are stock options? Learn about NQSOs and ISOs | Charles Schwab

  Learn about stock options, NQSOs and ISOs, including what they are, how they're taxed, and how to sell your shares.

• Our Philosophy and What Matters in the Markets | Charles Schwab

  Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

• What Can the Sahm Rule Tell Us About the Economy? | Charles Schwab

  Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.

• Rethinking the 4% Rule | Charles Schwab

  Using the 4% rule to calculate retirement withdrawals isn't as helpful as personalized spending plans. Learn how to determine an ideal retirement spending rate.

• Weathering Market Volatility: Can Dividends Help? | Charles Schwab

  Deane Antoniou joins Liz Ann Sonders for a discussion about long-term retirement strategies and dividend-paying stocks.

• Invested | Charles Schwab

  kinds of abuses that I saw towards individual investors…” “And so…I started to form in my own mind, the kind of company I wanted to develop, one that was really focused on individual...

• The Fed Leaves Rates Unchanged: Our Analysis | Charles Schwab

  Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.

• Bao Le | Financial Consultant in TX | Charles Schwab

  Bao Le is a Financial Consultant at Charles Schwab serving Frisco, TX. Request an appointment or contact us today to speak with a financial consultant.