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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.
Read our take on the stock market through a sector lens.
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.
Save for retirement and prepare for how you'll spend your money once you retire.
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 how annuities work and their potential costs and benefits.
Cash Investments – Sweeps, CDs, Money Market Funds & More | Charles Schwab
Cash can play different roles based on your financial strategy. Our solutions fall under two categories: savings and investment cash and everyday cash.
EPS, or "earnings per share" gives you an idea of how profitable a company is. It's a simple calculation, but there's more to understanding EPS than just the math.
Certification for Late Rollover Contributions | Charles Schwab
Use this form when you intended to make a rollover within 60 days of receiving the distribution but were unable to do so for one of the reasons listed in Section 3.