Charles Schwab

Charles Schwab: Time to review your financial plans. Derek Anthony marks 20th year with company

Charles Schwab: Time to review your financial plans. Derek Anthony marks 20th year with company

BUSINESS SPOTLIGHT:

Exactly how the newly approved tax reform bill will affect you and yours may not be crystal clear, but it's never too early to see where you stand. In other words, you don't have to wait until tax season.

Derek Anthony is vice-president and manager of Charles Schwab's La Jolla and Rancho Bernardo branches. "Whenever you have legislation like this," he said of the reform bill, "it's a great time to sit down with your Charles Schwab financial consultant to review your financial plan and potential tax implications. We're looking at a lot of what-if's at this point, but it's good to start the...

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