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Is my money safe - Account Protection | Charles Schwab
Most common questions about how Schwab protects your assets and keeps your money safe.
Sequence of Returns Risk | Charles Schwab
Be wary of the sequence-of-returns risk if you are nearing retirement age. Learn more about how timing can play a critical role in your retirement savings.
Leveraging Your Home Equity in Retirement | Charles Schwab
Retirees have several options for using home equity to assist their finances. Learn how you can leverage your home’s value to support your retirement.
6 Must-Ask Questions: Roth IRA Withdrawals | Charles Schwab
Putting money away for retirement is critical, but it's just as important to understand the rules for withdrawals. Learn about withdrawals, RMDs, and more.
Read our views on trends in the fixed income market.
Bridge Loans: Securities-Backed Borrowing | Charles Schwab
If you need a bridge loan, a securities-backed line of credit (SBLOC) can provide a quick infusion of cash. Find out how it works and the risks and benefits.
How Higher Income Can Affect Medicare Premiums | Charles Schwab
Medicare premiums can jump if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.
Gain clarity on required minimum distributions (RMDs) and their impact on your accounts and taxes.
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.
How Much Inheritance Is Too Much? | Charles Schwab
Passing wealth to the next generation can create security and opportunity, but the amounts and methods for your giving should be informed by the financial skills and goals of the recipients.