Saving for Retirement
Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more
Plan your retirement
401(k) Savings and Compounding
Some pros say your early investing years are among the most critical, including whether you set up a 401(k). Learn how to work toward your financial goals.
Traditional IRA Withdrawals
Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.
Creating SMART Financial Goals
Building financial goals that follow the SMART goal methodology (specific, measurable, attainable, relevant, timely) can help you focus your financial objectives.
Is Crypto Good for Retirement?
Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?
Who Gets an IRA Tax Deduction?
Contributions to a traditional individual retirement account (IRA) can often be deducted on your taxes. But that's not always the case. Here's more on how the IRA tax deduction works.
Prioritize your finances
Finances for the Newly Single
If you find yourself suddenly single, you might have to make major financial decisions. Read this article to learn how to manage your finances during the transition.
Creating SMART Financial Goals
Building financial goals that follow the SMART goal methodology (specific, measurable, attainable, relevant, timely) can help you focus your financial objectives.
How to Raise a Young Investor
How do you foster financial independence and financial literacy among young people? Two Schwab experts share their tips.
Learn investing basics
How Discounted Munis Are Taxed
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
How Mutual Funds Work
How do mutual funds work? Learn about the tax on mutual funds, mutual fund prices, and how mutual funds make money.
Why Mutual Funds?
Mutual funds may be a good investment for anyone looking for diversification in their portfolios. Learn whether mutual funds can be the right investment for you.
Automate your investing
Manage your portfolio
Is Crypto Good for Retirement?
Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?
3 Strategies to Diversify
A mix of passive investing, active investing, and direct indexing strategies can help you diversify your portfolio.
5 Investing Mistakes to Avoid
Overconcentration in a single stock or sector is just one investing mistake you might not know you're making. Here's what to be on the lookout for in your portfolio.