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Saving for Retirement

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

Plan your retirement

A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

June 06, 2025

Women and Money

We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.

June 02, 2025

Managing Kids' Sports Costs

If the high cost of today's youth sports is putting a strain on your budget, here are some economical ways to keep your kids playing—and you cheering them on.

April 30, 2025

Your Nest Is Empty—Now What?

After years of focusing on your kids, it's time to focus on yourself. Here's what empty nesters need to know about planning for their next big milestone: retirement.

April 28, 2025

4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

April 16, 2025

Prioritize your finances

Helping College Grads Invest

Looking for a meaningful college graduation present? Consider opening up the world of investing.

June 05, 2025

Women and Money

We've come a long way baby, but not far enough. Here's how women can start to take greater financial control—and why it's important.

June 02, 2025

Financial Tips for New Parents

Raising a child is expensive. Here's how to set financial goals for your child's milestones while keeping your own retirement plans on track.

May 28, 2025

Learn investing basics

Can Small Caps Bounce Back?

Small-cap stocks tend to offer greater growth potential than their large-cap peers, but those returns have yet to materialize consistently. What will it take to turn the tide?

June 06, 2025

What's in Your Sector Fund?

Many sector index funds are weighted based on market capitalization, and a few large stocks can dominate a fund's performance. Beware the risk of buying single-sector index funds.

June 06, 2025

10-Year Market Outlook

The global economy is continually evolving due to inflation, interest rates, and geopolitics. How could these and other factors influence the major asset classes over the coming decade?

June 06, 2025

How to Prepare for a Downturn

The stock market is expected to be volatile this year. Here, three Schwab professionals discuss how investors can prepare to ride out a potential downturn.

June 06, 2025

7 Good Ideas for New Investors

There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.

May 16, 2025

Building an All-ETF Portfolio

An index ETF-only portfolio can be a straightforward yet flexible investment solution. We discuss three different approaches to building one.

May 13, 2025

Automate your investing

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Portfolio Management

What's Dollar-Cost Averaging?

Robo Advice

Robo-Advisors and Emotions

Manage your portfolio

7 Good Ideas for New Investors

There are many roads to financial well-being. Every person's path will be different, but those who enjoy uncommon success share some common ideas.

May 16, 2025

Building an All-ETF Portfolio

An index ETF-only portfolio can be a straightforward yet flexible investment solution. We discuss three different approaches to building one.

May 13, 2025

Introducing the Wheel Strategy

The options wheel strategy involves selling cash-secured puts, and if they're assigned, writing covered calls on the stock, which might be repeatable. Here are three things to know.

May 06, 2025

Explore more topics

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

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank; Charles Schwab Bank, SSB; Charles Schwab & Co., Inc.; and Schwab Retirement Plan Services, Inc. Trust, custody, and deposit products and services are available through Charles Schwab Trust Bank and Charles Schwab Bank, SSB, Members of FDIC. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Member SIPC). Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.

©2025 Schwab Retirement Plan Services, Inc. All rights reserved. (0723-3GJY)

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