Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office, as well as new additions to the Schwab Alliance Website, tips and reminders on your tax situation, and new and exciting ways to view retirement!
In this edition:
WAG on the Move: Mark at NAPFA Conference & Logan at Orion Conference
Tech Corner: Clients can now reset their own Schwab Alliance website passwords
Tax Corner: Mid-Year Tax Check-up, Check your tax withholding, Maximize 401(k) & IRA contributions, Major Life Changes
Retirement Planning: Is the Honeymoon over Already?
To read the full issue click here.