Is Schwab facing the same concerns as regional banks? Schwab’s founder and CEO answer the question and share their updated perspective on the banking industry. • Sound finances can improve your physical health. Kara Duckworth, CFP®, CDFA®, describes three steps to take now. • An extension on your tax deadline is free. If you’re still missing key tax forms or feeling overwhelmed, Kate Dore explains how to file an extension.
Updated: Our Most Recent Perspective on Industry Events from Founder Charles Schwab and CEO Walt Bettinger — “If you are like us, you may have also wondered why Schwab has recently been lumped in with concerns regarding regional banks in particular. The fact is we are a different kind of financial firm, which can make us harder to understand.” Schwab’s founder and CEO offer their perspective on the current situation. Read more…
Financial Wellness Is Self-Care: 3 Steps to Help Improve Yours — Taking charge of your financial wellness can help improve your physical health by lowering your anxiety about money issues. Kara Duckworth, CFP®, CDFA®, details three steps to take now. Read more…
Here’s How To File A Free Federal Tax Extension — You can avoid a late-filing penalty with an extension by the federal deadline on April 18. But you still must pay your balance by the due date to avoid a late payment penalty and interest. You may also need a separate state income tax extension, depending on where you live. Read more…
John R. Day, Bill Ennis, and Matt Heller
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