![]() ![]() Onscreen text – Step 1: Fill out a short questionnaire. There are three customizable sliders for fields, including “When would you like to retire?”, “Basic Living Expenses,” and “Extra Living Expenses.” We fade to the first step of the process. Narrator: Here’s how it works in 3 easy steps. The screen fades to a blue background with white text and three numbered circles. Narrator: Even if you already have a plan or are retired, your Schwab Plan can be used as a quick check to make sure you’re still on track to reach your retirement goals. A woman appears in the frame, sitting at a computer looking at her plan’s dashboard and she begins adjusting some of her financial inputs. ![]() The Probability of Success animation transitions to a new image. Plus, get help with how to put your plan into action. Narrator: Your Schwab Plan will help you set your goals and organize your finances to see where you stand toward reaching the retirement you want. The image collapses and turns into a series of white dashes that lead to a gray square that says, “Your goals.” This then transitions to a semicircle with an increasing “Probability of Success.” Narrator: a complimentary financial plan available for every Schwab client. On her computer monitor is a representation of the Schwab Plan website. There’s a cup of coffee on her desk, a hanging plant that moves slightly, and framed photos and a calendar on the wall. The frame transitions to a person sitting at a desk in front of a computer screen, in a home-office setting. Narrator: When it comes to retirement, there’s no one-size-fits-all option. The items are being juggled in a circular motion. She’s juggling icons in her hands that represent her life’s responsibilities and finances: a piggy bank, a globe, an hourglass, a report, and a house. Upbeat music begins to play in the background throughout the video.Ī woman appears in the blue frame wearing a white blouse and a blue skirt. The logo is replaced with a white square with the text “Welcome to Schwab Plan™” within. The Charles Schwab logo animates on screen. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.After all, what would happen to Schwab’s bottom line if corporate America copied its example? Nobody likes a restaurant where the chef refuses to eat his own cooking. ![]() ![]() For a giant company like Schwab, that doesn’t sound like much-especially when it seems like the potential cost is far greater. Schwab didn’t say how much it would save by stopping the 401(k) match, although it pegged the savings at less than $15 million per quarter. Schwab owns-directly and indirectly-about 70 million shares of Schwab, Bush’s proposal would turn the $3 million he gets in dividends annually into tax-free income.) And last July, Schwab and Commerce Secretary Don Evans hosted an investor town hall meeting in Phoenix to discuss the steps the administration had taken to restore investor confidence. At the Waco economic summit last summer, it was Charles Schwab who put the bug in President Bush’s ear about the dividend tax cut. Schwab’s words carry special weight in part because Charles Schwab holds something of an adjunct position in the Bush administration. ![]()
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