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Is Refinancing The Right Solution?

Schwab Center for Financial ResearchFinancial Planning Insights Is Refinancing the Right Solution? Rob Williams, CFP®, CRPC® Vice President, Financial Planning & Wealth Management Schwab Center for Financial Research June 16, 2020Many people have taken advantage of the historically low interest rates to refinance their mortgages over the past few months. If you’re thinking about what […]

How To Prepare For Tax Season

For many of us, tax season is something we’d rather avoid. And it’s no surprise why, since each taxpayer spends about 12.5 hours preparing for and filing taxes, (1) not to mention the added tax-preparation costs. But since the 2020 tax filing season has officially begun and you have to face it eventually, the sooner […]