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• Katie Brandon | Financial Consultant in MI | Charles Schwab

  Katie Brandon is a Financial Consultant at Charles Schwab serving Grand Rapids, MI. Request an appointment or contact us today to speak with a financial consultant.

• The Buddy System | Charles Schwab

  Pursuing a difficult goal can be lonely work—but it doesn't always have to be.

• Visa Debit Card Agreement | Charles Schwab

  Schwab Bank is pleased to issue a Visa Platinum Debit Card in your name and, if your account has been opened by more than one person, to each of you....

• Moving in Together? Have the Money Talk First. | Charles Schwab

  Moving in with your romantic partner to save money? Here are three things to talk about before you share an address.

• Do You Have Enough for Retirement? | Charles Schwab

  Many retirees risk outliving their retirement savings. Learn how to plan for your retirement income needs to ensure you won't outlive your savings.

• Q2 Bank Earnings Preview: A Dimmer Light? | Charles Schwab

  After mid-level performance in Q1, financials sector earnings may slow in Q2, though favorable signs like the yield curve could help margins. Learn why.

• More Than a Feeling: With Guests Jamie Wall, Mona Krewel & Alex Edmans | Charles Schwab

  How can the general mood around us affect our behavior?

• How to Stay on Top of Your Retirement Savings | Charles Schwab

  Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

• Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One? | Charles Schwab

  How did one woman honor her twin sister through a charitable gift?

• Love and Money: Navigating Your Finances Together | Charles Schwab

  From budgeting basics to big financial decisions, managing your money as a couple can be a challenge. Explore ideas to help transform money talks into opportunities for growth.