Welcome to the Schwab Knowledge Center


Take charge of your financial future.

Learn to plan for success no matter where you are in life.

Learn to plan for success no matter where you are in life.

  • Starting out

    Develop essential skills like managing debt, saving for short-and long-term goals, and how to invest. 

  • Building wealth

    Maximize your earnings with investment strategies that can help you save for life’s big events, like buying a second home or changing careers. 

  • Nearing retirement

    Plan for the retirement you want with savings strategies, health care planning, and key facts about Social Security.

  • Living in retirement

    Enjoy retirement comfortably with strategies for income, estate planning, and health care costs. 

Learn more about the topics that matter to you.

Explore by topic

  • How to invest

    Learn how to move from saving to investing.

  • Saving for college

    Discover the keys to successfully saving for college.

  • Saving and managing debt

    Understand the fundamentals and how to prioritize goals.

  • Fundamentals of investing success

    Learn how to invest money, stay on track, and reach your long-term goals.

  • Retirement planning

    Get advice whether you are saving for, nearing, or living in retirement.

  • Taxes and tax planning

    Take advantage of tax-smart strategies to help you better reach your goals.

  • Insurance basics

    Learn about different types of insurance for health, life, and disability coverage.

  • Estate planning

    Use our 4-step checklist to better prepare for your estate planning.

View our most recent perspectives on the markets and economy.

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Additional resources to help you along your financial journey.

Additional resources to help you along your financial journey:

  • Automated Investing

    Discover how robo-advisors can help put your money to work.

  • Ways to invest

    Work with Schwab in the way that's right for you and your goals. 

  • Types of IRAs

    Find out which type of IRA is right for your needs. 

  • Understanding ETFs

    Know the basics behind this common investment option.

Have questions about investing? We can help.