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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.
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.
Traditional and Roth IRAs | Charles Schwab
Learn the differences between traditional and Roth IRAs and how each type can help grow your retirement savings.
What's an ETF and How Do ETFs Work? | Charles Schwab
Wondering what's an ETF and how do ETFs work? Learn how income-producing ETFs can potentially help contribute to retirement income and your financial goals.
Read our take on the stock market through a sector lens.
Save for retirement and prepare for how you'll spend your money once you retire.
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.
Earnings Season: 3 Things You Should Look For | Charles Schwab
Earnings season is an important time for traders. Discover the three things traders should track during earnings season to stay on top of the markets.
Trading Options on Spot Bitcoin ETFs | Charles Schwab
Options trading on bitcoin ETFs opens up new trading possibilities for traders interested in cryptocurrencies.