Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.| Marotta On Money
This designation gives both Schwab and your financial advisor the permission to contact the named individual if either of us were ever concerned that you or your finances were being taken advantage of.| Marotta On Money
While it is possible a trusted contact may provide you with some protection, it cannot replace a durable power of attorney.| Marotta On Money
