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Insights & Ideas

Keeping you at the forefront of modern investing
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Content with Rob Williams
Vice President of Financial Planning, Schwab Center for Financial Research

Rob Williams is Vice President of Financial Planning for the Schwab Center for Financial Research (SCFR). In this role, he leads a team to develop research, insights, methodology, and training for Schwab clients, representatives, and advisors focusing on financial planning and wealth management across an investor’s life cycle, including saving for, preserving, and distributing assets in retirement.
by
Rob Williams
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May 22, 2020
Your company just announced a pension freeze or buyout—now what?
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Rob Williams
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May 15, 2020
You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here’s how to decide.
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Rob Williams
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May 01, 2020
Important distinctions exist between traditional and Roth IRAs, including eligibility and contribution limits. Here’s a guide to help you decide what’s best for you.
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Rob Williams
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April 14, 2020
Converting to a Roth IRA could save you money in retirement.
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Rob Williams
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April 06, 2020
Here’s how to plan for your ideal retirement—based on what the average retiree actually spends.
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Rob Williams
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April 03, 2020
Has the pandemic made you reevaluate your priorities? Consider these steps to get your finances in shape.
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Rob Williams
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April 02, 2020
Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
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Rob Williams
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March 12, 2020
When the market drops, it's generally a good idea to stick to your long-term investment plan. But what if you don’t have time to recover?
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Rob Williams
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February 28, 2020
Four common reasons to refinance—and why they might not make sense for you.
by
Rob Williams
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January 30, 2020
Ever wondered if you’re on track to reach your retirement goal? Here’s how to calculate how much you should have saved by now.

At Charles Schwab, we encourage everyone to take ownership of their financial life by asking questions and demanding transparency.

Our Insights & Ideas bring you information that fosters that ownership, because we believe that the best outcomes in life come from being fully engaged.

Want to know more? Talk with your Schwab Financial Consultant or call 800-355-2162.

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