The most popular non-401 (k) retirement strategy cuts across all age groups: Savings account investments. More than 60% of ...

Three decades ago, financial adviser Bill Bengen created a retirement principle called the 4% rule. It went viral. Now, the ...

Have $500K saved for retirement? See how much monthly income that could give you—and what factors can stretch or shrink your ...

Retirement planning is full of unknowns, from how long you’ll live to how much you’ll spend. Even diligent savers may be making costly mistakes. Find Out: I’m a Financial Expert: This is the No. 1 ...

More than half (57%) of participants surveyed considered inflation a top obstacle to achieving a comfortable retirement. In 2025, retirement confidence has been lower than in past years, as inflation ...

Charles Schwab found its average self-directed brokerage account balance rose 7.9% during Q2 2025. Self-directed 401 (k) ...

Robinhood makes investing simple, Schwab makes it comprehensive. See how these top stock brokers stack up -- and which one is ...

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and Schwab Advisor Services. The new ...

SDBAs are brokerage accounts within workplace retirement plans, including 401(k)s and other types of retirement plans, that participants can use to invest retirement savings in individual stocks and ...

Retiring at the end of 2025? Don’t wait—these 4 essential steps can help you maximize savings, avoid surprises and retire ...

Charles Schwab and State Street Global Advisors have separately launched new offerings aimed at widening access to private markets for retail clients and defined contribution plan participants, ...