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• Brett Holley | Financial Consultant in NY | Charles Schwab

  Brett Holley is a Financial Consultant at Charles Schwab serving Pittsford, NY. Request an appointment or contact us today to speak with a financial consultant.

• When You Start Saving for Retirement Matters | Charles Schwab

  When you start saving for retirement is a key factor in meeting your retirement goals. Discover how you can best prepare for the future, at any age.

• How to Combine 401ks & Retirement Accounts | Charles Schwab

  Combining 401(k)s and other retirement accounts in one place simplifies your finances, lowers administrative fees, and protects your retirement savings.

• How To Evaluate Dividend Stocks | Charles Schwab

  Don't be blinded by a dividend's yield. We'll show you other metrics you might use to evaluate income stocks.

• Market Volatility: What to Do During Turbulence | Charles Schwab

  Stock market volatility can make anyone nervous. Here’s what investors should know about dealing with it.

• Should Gig Workers Use a Roth IRA? | Charles Schwab

  Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

• How to Include Pets in Estate Planning | Charles Schwab | Charles Schwab

  Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.

• Must-Ask Questions: IRA Contributions | Charles Schwab

  What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

• Investing Basics: Planning for Retirement | Charles Schwab

  Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

• Identifying Trend Reversals With RSI | Charles Schwab

  In this article, you'll learn how traders can potentially use the relative strength index (RSI) to help identify short-term buy and sell signals.