Personalized financial planning in 15 minutes: A review of the new Schwab Plan offering

Gone are the days when professional financial planning was limited to inside the walls of a CFP’s office or over a 1:1 phone call. Schwab’s latest digital service, the Schwab Plan, offers self-guided, personalized financial planning, complimentary to its clients across all retail divisions. Plus, there’s no minimum asset requirement. As a recent college grad just entering the world of [...]

By |2020-10-08T09:49:58-06:0010/08/2020|

Do financial advisors have an awareness problem?

A recent study from Schwab found the following troubling statistics for the financial planning industry: Only one in four individuals has a written financial plan. Nearly half (45%) prefer visiting the dentist versus making an appointment with their financial advisor. Parents are No. 1 on the list to go to for advice (23%) followed by the internet (19%). Men are [...]

By |2020-04-03T12:04:59-06:0004/23/2019|
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