Charles Rawl, CFP®, RICP®
As president of Charles W. Rawl & Associates LLC, Charlie Rawl, CFP®, CLU®, ChFC®, RICP®, has distinguished himself as a troubleshooter by designing and implementing creative solutions to complex financial problems. Charlie has extensive media experience, with appearances on CNBC's American Greed and in publications such as The Wall Street Journal and Financial Times. He has passed the Series 6, 7, 31, 63 and 65 securities exams and holds life insurance licenses in more than a dozen states.
Phone: 713.800.0334 | Email: charlie@cwrawl.com | Website: www.cwrawl.com | LinkedIn: www.linkedin.com/in/charlierawl
Latest articles by Charles Rawl, CFP®, RICP®
-
Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
Charity A qualified charitable distribution, or QCD, might be the answer for you – but watch those rules.
By Charles Rawl, CFP®, RICP® Published
Charity -
Hey, Retirees: Looking for a Tax-Free Source of Income?
Making Your Money Last In challenging times, federally insured home equity conversion mortgages offer an outside-the-box income option for those 62 and older.
By Charles Rawl, CFP®, RICP® Published
Making Your Money Last -
Should You Defer Your Taxes Until Retirement?
retirement When it comes to taxes, there's an expensive difference between smart planning and just plain procrastination.
By Charles Rawl, CFP®, RICP® Published
retirement