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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

Will Your Financial Plan Last?

Sound financial planning tries to account for various scenarios, but it may not always foresee the unexpected stressors of life. Is your plan built to last through retirement?

November 14, 2025

Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

November 11, 2025

Sports Betting vs. Investing

While sports betting can feel fun and exciting, investing could be a better bet for your financial future. Here are key differences between the two and why it matters.

November 05, 2025

How to Plan for Life's Goals

Retirement is important. But it's probably not your only goal. Here's how a financial plan can help you balance retirement savings with life's other important milestones.

October 10, 2025

Gray Divorce and Retirement

What to know when going through a late-in-life divorce.

October 03, 2025

Prioritize your finances

Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

November 11, 2025

Passion Budgeting

Budgeting may sound boring, but passion budgeting can be fun. And it can help make you happier about how you spend your money. Here's how to get started.

October 01, 2025

Save Money on Domestic Travel

Stay on budget and enjoy your vacation.

September 05, 2025

Learn investing basics

Responding to Market Chaos

Volatility has investors questioning the future of U.S. stocks. Three Schwab finance professionals discuss how to evaluate your portfolio in the face of market ups and downs.

November 14, 2025

Is Your Fund Drifting?

Over time, mutual funds can stray from their stated objectives and no longer serve the same purpose within your portfolio. Here's how to tell if your fund is off course.

November 14, 2025


The Case for International

After years of underperformance, foreign investments are now outperforming their U.S. counterparts. Here are three reasons why they likely deserve a place in most investors' portfolios.

November 14, 2025

Where To Hold Your Cash

Consider ease of access, insurance, and yield when deciding where to hold your cash.

November 07, 2025

How to Read the Beige Book

Effectively reading the Federal Reserve's Beige Book can help investors spot economic, industry, and consumer trends that could potentially impact investment portfolios.

October 29, 2025

How Investors Use Market Cap

Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.

October 29, 2025

Automate your investing

Manage your portfolio

Where To Hold Your Cash

Consider ease of access, insurance, and yield when deciding where to hold your cash.

November 07, 2025

How Investors Use Market Cap

Market capitalization is a key guidepost for anyone building a portfolio. Here's what to know.

October 29, 2025

How to Use Equity Risk Premium

The equity risk premium can help traders gauge market sentiment, measure stock market valuations, and compare the risk-reward trade-off in asset classes.

October 07, 2025

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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.