Saving for Retirement

Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

Plan your retirement

Retirement

4 SECURE 2.0 Act Takeaways

The sweeping new law will continue to be implemented over the next few years. Here are four areas in which your retirement savings could benefit.

March 08, 2024

Asset Allocation

Allocating Portfolio Assets

As you progress through your retirement investing journey, consider altering your asset allocation by age as your time horizon, investment goals, and risk tolerance change.

March 05, 2024

Health Care

Benefits of Investing Your HSA

Health savings accounts (HSAs) are for more than just routine medical expenses. By investing a portion of your account, you can potentially grow your funds tax-free.

February 28, 2024

Retirement

Retirement Savings Tips

Ever wonder if you're on track to reach your retirement goal? Here's how to calculate how much you should have saved by now.

February 23, 2024

Retirement

Save Now for Retirement

The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.

February 22, 2024

Prioritize your finances

Insurance

Weighing Insurance Options

Insurance offers not just downside protection but also financial stability. Here's a look at the costs and considerations of several types of insurance coverage.

May 17, 2024

Financial Planning

Money Stress? You Aren't Alone

Self-reflection, focus, and determination could help you take control of your financial life and help ease money stress.

May 08, 2024

Travel Planning

Save Money Traveling Abroad

Don't let unnecessary expenses eat into your vacation budget.

April 08, 2024

Learn investing basics

Bonds

Agency Bonds for Extra Yield?

Federal agency bonds generally carry the same high credit rating as U.S. Treasuries, yet can sometimes offer slightly higher yields. Here's what to consider.

June 14, 2024

Bonds

Is a Maturity Wall Coming?

High-yield bond issuers face a wall of maturity debt over the next four years. Could it spell trouble for the high-yield bond market?

June 14, 2024

Investments

New Rules for Fund Names

The U.S. Securities and Exchange Commission recently expanded rules that require funds to invest the majority of their assets in investments that reflect the fund's name. Here's what to know.

June 14, 2024

Investments

How to Navigate Falling Rates

Schwab experts on how investors can respond once interest rates begin to fall.

June 14, 2024

Investments

The Rise of Thematic Investing

From artificial intelligence to green energy to the space economy, thematic investing makes it easier to invest in ideas and trends.

June 14, 2024

Cash

Do I Have Too Much Cash?

Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it.

June 14, 2024

Automate your investing

null

Robo Advice

Robo-Advisors and Emotions

Robo Advice

Investing With a Robo-Advisor

Robo Advice

How Do Robo-Advisors Work?

Robo Advice

What Is a Robo-Advisor?

Manage your portfolio

Investments

Tips for Smart Investing

When putting an investing strategy in place, it can be better to start sooner rather than later. But investors should consider a few critical principles and questions.

June 13, 2024

Portfolio Management

Passive, Active, Direct Index?

Find out some of the pros and cons of each strategy.

March 19, 2024

Financial Planning

Large Withdrawal Mistakes

How to manage a large portfolio withdrawal without throwing the rest of your finances out of whack.

March 13, 2024

Explore more topics

IRA 401(k) Taxes Investments Trusts Wills Portfolio Management Rebalancing

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

0722-258L