How to Initiate a Schwab Online Transfer
Here are step by step instructions on how to initiate a Schwab online transfer. Use these instructions to move funds into or out of your Schwab investment accounts. Step 1 Log in to Schwab.com Step 2 Click on Transfers &
2017 IRA Contribution Instructions
If you need to make a deposit into your Traditional IRA or Roth IRA account, Schwab will be accepting deposits up until April 17th. That means the check needs to be postmarked on or before April 17th to count as
How to Access Your Schwab 2017 1099 Tax Forms
According to Charles Schwab your 2017 1099 tax forms should be available to view on Schwab.com by no later than February 15th. Schwab issues the 1099s in two waves; the first wave should be available today, February 1st and the
8 Things Millennials Need to Know About Roth IRAs
Young people can take advantage of decades of tax-free investment growth. Saving in a Roth IRA can set you up with tax-free retirement income. If you’re a millennial and you want to start saving and investing for retirement, consider putting
We Have Been Nominated for Best of Long Island 2018
Focus Planning Group has been nominated for best of Long Island 2018 under the financial planner category. We want to thank our wonderful and loyal clients for this nomination, now let’s win this thing. 🙂 The 2018 contest is Now
How to Read Your Charles Schwab Monthly Statement
Often times I get calls from clients who need help figuring out what exactly their Charles Schwab monthly statement says. Well you are not alone, It even takes me a few times to read through them so I can explain
How to Read Your Monthly Investment Summary
The Focus Planning Group monthly investment summary is a simple way to see how all of the investment accounts we manage are performing on one page. 🙂 That sounds great, Joe… Will I still get monthly statement from Charles Schwab.
Who is behind our Blog?
Joseph A. Carbone, Jr., is a wealth advisor with Focus Planning Group. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠Designations.
