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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.
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.
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.
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.
Out of Focus: With Guests Dolly Chugh, Max Bazerman & Mark Pendergrast | Charles Schwab
People overlook important information—even when it's easily accessible or, in hindsight, downright obvious.
Strategic Borrowing in Short-Term Financing | Charles Schwab | Charles Schwab
Despite today's relatively high rates, asset-backed borrowing could still make sense to meet your short-term liquidity needs.
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.
Read our take on the stock market through a sector lens.