Seven-Point Checklist Helps Investors Plan for Tomorrow by Making Adjustments Today
Public Company Information:
SAN FRANCISCO--(BUSINESS WIRE)--To assist in helping everyone be financially fit, Charles Schwab is offering a series of tips to help investors be better positioned to begin the New Year.
“While it’s tempting to be more focused on holiday spending this time of year, we’re encouraging our clients to spend more time and energy on taking a serious look at their finances,” said Paul Lebouef, Charles Schwab financial consultant in Houston. “Simple tasks now — like reviewing portfolios, revisiting retirement goals, or spending time with a financial professional — could lead to tremendous benefits in the year ahead,” he added.
Year-end Financial Checklist
For further timely tips and information, visit www.schwab.com/marketinsight.
Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.
About Charles Schwab
The Charles Schwab Corporation (Nasdaq:SCHW) is a leading provider of financial services, with more than 300 offices and 7.6 million client brokerage accounts, 1.5 million corporate retirement plan participants, 687,000 banking accounts, and $1.3 trillion in client assets. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. More information is available at www.schwab.com.
About Schwab Charitable
Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization, and Schwab Charitable Trust Services, a limited liability company owned by Schwab Charitable Fund. The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
Before investing, carefully consider the plan's investment objectives, risks, charges and expenses. This information and more about the plans can be found in the Schwab 529 Guide and Participation Agreement available from Charles Schwab & Co., Inc., and should be read carefully before investing. (1209-12179)