Charles Schwab Independent Branch - Kennewick

08/18/2023

Looking to create passive income? A second home can be a great way to bring in extra money and add to your investment portfolio. Here are the factors to consider when buying, renting, and selling a second home. 🏘️https://bit.ly/44ehkFt

A second home is a substantial investment that lives by different rules than your primary residence. Here's what you need to consider.

08/09/2023

Don’t know where to start when it comes to retirement savings? Here are a few must ask questions to introduce you to the world of IRA’s. https://bit.ly/3QsB9G1

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.

08/07/2023

If creating income is one of your investment goals, bond yields are a key consideration when building out your fixed income portfolio. Here are eight common measures for assessing a bond's yield relative to your goals.

What a bond pays can be calculated in many ways. Here are eight common measures, including yield to maturity and yield to call, for assessing a bond's yield relative to your goals.

07/03/2023

In 2022, scammers on social media cost Americans $1.23 billion. Learn more about the warning signs so that you don’t fall victim to a social media scam. https://bit.ly/3JMhrRl

Forging fraudulent relationships via social media is part of the latest financial scam. Learn the warning signs for these social media scams and how to avoid them.

06/29/2023

There’s nothing like the stress of expecting a high tax bill. Tax day comes around faster and faster every year which is why you should get an early start on planning out your tax efficient investing strategy.

Making tax-efficiency part of your investing strategy can help lower your tax bill.

06/27/2023

So, you’ve finally reached the coveted goal of retirement! Now what? We created a guide on approaching retirement distributions to help you adjust to your new financial reality. https://bit.ly/3NPuzHH

A guide to approaching distributions.

06/15/2023

There are many paths to take when it comes to making money. One of the best ones is to let your money work for you. Here’s a look at 7 ideas to get you started as a new investor. https://bit.ly/3NuuDg2.

There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.

06/13/2023

With burnout being at the top of everyone’s minds, you may be asking if you can afford to retire early. Here are six steps you can use to figure out how your budget and savings would be affected if you wanted to retire earlier than anticipated.

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

06/08/2023

Amy is joined by Liz Ann Sonders, Chief Investment Strategist here at Schwab, for the latest episode of Equity Unpacked to discuss how the global economy and the blowing economic winds are impacting equity markets. Listen and subscribe wherever you get your podcasts. https://bit.ly/3oMwnYB

06/01/2023

As you plan for the 2024 tax season, now may be a great time to consider your strategy for charitable giving. Let's take a look at your options and the tax implications for both you and the charity. 🎁

Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.

05/30/2023

Excited to share that Charles Schwab was named one of America’s most community-minded companies by Points of Light as part of for the seventh year in a row. Learn more about our initiatives here: short.url/aBcXyZ

05/05/2023

The U.S. Dollar has been the world’s primary reserve currency for over 60 years. But lately there has been a lot of speculation around whether the U.S Dollar will be dethroned. For more on our view:

There has been a long-term trend toward currency diversification in global financial transactions and trade, but we don't see the U.S. dollar losing its dominance any time soon.