Charles Schwab Launches Online Planning Center For Investors

Charles Schwab today announced the launch of a new Planning Center on Schwab.com with content and insights to help investors begin planning for retirement, estate planning, college savings and more.

For each of these topics, the planning process is broken into manageable steps based on an individual’s specific situation and goals, and the Planning Center delivers straightforward strategies and actionable next steps to help investors get started and maintain momentum.

In a survey of more than 1,000 Schwab clients conducted in mid-December 2012, 42 percent said now is a good time to invest, and 62 percent indicated that they would be likely to invest a $25,000 windfall, but just 34 percent said they are confident in their own investment decision making.

“Our clients are becoming increasingly engaged in investing and planning, and our new Planning Center offers practical guidance on how to plan for a variety of financial goals and life-events, which can give them more confidence that they are on the right path,” said Rodney Prezeau, Charles Schwab Senior Vice President of Client Experience.

Schwab’s new Planning Center dives deep into a wide array of important topics and reflects the breadth and depth of financial guidance Schwab can provide to investors, including

• Retirement
• Estate planning
• College savings
• Planning for significant life events
• Debt management
• Insurance
• Saving strategies

Schwab’s new Planning Center is available at www.schwab.com/planning and is available to both clients and non-clients.

“We created the Planning Center as a resource for people who want to start the planning process and need to better understand the key considerations for different financial goals,” noted Prezeau. ”From there, Schwab offers a wide range of resources to help them achieve their goals.”

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