Charles Schwab Independent Branch - Rehoboth Beach

05/22/2024

Memorial Day - Remember & Honor. Formerly known as Decoration Day (Established 1868) is a federal holiday in the United States for honoring and mourning the U.S. military personnel who died while serving in the United States Armed Forces. Many people visit cemeteries and memorials and pay tribute to our fallen service members.

05/21/2024

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

05/09/2024

Ensure your generosity has a sustained impact when and where it is needed most. Consider long- and short-term recovery efforts when developing a giving strategy.

dan.benson Disaster relief and recovery Help disaster victims on their road to recovery Heartbreaking tragedies affect thousands of people every year, from devastating storms and earthquakes to wildfires and mudslides. Victims are often left in dire need of food, emergency shelter, clean water, elec...

04/25/2024

Your long-term-held real estate may be your most highly appreciated asset. Donating it to charity could help you achieve your charitable goals—and potentially a sizable tax deduction.

A tax-smart approach to maximize your philanthropic impact.

04/18/2024

5 years ago today was our Branch Opening. Charles Schwab Independent Branch - Rehoboth Beach. It's been a Great 5 years and we look forward to the next 5 years and beyond. Thank you for allowing us to serve you!

As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Rehoboth Beach, DE. I’m passionate about advocating for local investors and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships.

When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy.

We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability.

Come meet our team and see how we’re different. To learn more, call 302-260-8731 or visit www.schwab.com/rehobothbeach

Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.

For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

03/12/2024

The Charles Schwab Independent Branch - Rehoboth Beach will once again be the lead sponsor for this Informational Brunch. Please join us and help prevent homelessness in Southern DE.

As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Rehoboth Beach, DE. I’m passionate about advocating for local investors and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships.

When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy.

We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability.

Come meet our team and see how we’re different. To learn more, call 302-260-8731 or visit www.schwab.com/rehobothbeach

Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.

For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

12/29/2023

Wishing everyone a healthy, happy & successful 2024 & beyond ~

09/22/2023

As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Rehoboth Beach, DE. I’m passionate about advocating for local investors and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships.

When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy.

We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability.

Come meet our team and see how we’re different. To learn more, call 302-260-8731 or visit www.schwab.com/rehobothbeach

Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.

For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

09/20/2023

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/3ZsZJcs

A guide to approaching distributions.

09/11/2023

09/04/2023

With the Secure Act 2.0 changes you may not know where things stand with RMD's. Here is a quick run down of the basics. https://bit.ly/3sJe2gI

What's new with required minimum distributions? We cover the basics here.