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Insights & Ideas

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CONTENT WITH Personal Finance
If you are close to retiring, beware of the little-known sequence-of-returns risk that could take a huge slice out of your retirement income.
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Your feelings about risk can change in volatile markets, but consider your goals and timeframe before taking action.
When choosing between a Roth or traditional IRA, it comes down to whether or not you think it’s smarter to pay now or pay later, given your particular situation.
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How to perform a five-point “systems check” on your plan.
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Ready to panic? Don't. In times of turmoil, sticking with your plan and staying invested is the best strategy.
The chance variability of human judgment is a widespread, costly problem—and one that can be measured even when the supposed correct answer isn’t known.
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In the same way a bank can lend you money if you have equity in your house, your brokerage firm can lend you money against the value of investments in your portfolio.
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Understand how to manage an inherited IRA, as well as the rules and options to make the most of your inheritance.
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Recent FICO changes could impact your credit score, but the fundamentals of good credit remain the same.

Schwab’s Kathy Jones (SVP, Chief Fixed Income Strategist) explores the challenges modern retirees face when planning for a reliable source of retirement income.

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