Press Kit
Schwab’s Rethinking Retirement survey provides statistics that may be used in stories about retirement, Social Security, financial planning and other topics.
News Resources
- Press Release
- Executive Summary: Scan top survey findings. (PDF)
- Take the Survey: Compare your answers to your peers.
- Survey Widget: Use our widget on websites or blogs.
- Viewpoints: Gather quotes from Schwab experts.
Fact Sheets (PDF)
News Topics
In this landmark national survey, we asked four generations to talk about their hopes, fears and expectations for retirement. We heard several key themes emerge – with surprising agreement across generations.
- Nearly everything about retirement is being reinvented.
- Unprecedented social and economic forces are converging to create new possibilities and new challenges.
- A new era of financial self-reliance is nearly upon us.
- We’re hearing a distress call from retirement limbo.
- People of all ages and backgrounds are asking, “help us help ourselves.”
- Where we might have expected stark differences of opinion across the generations, we often found shared values, common ground and a sense of a path forward.
Media Contacts
- Schwab Media Hotline: 415-636-5454
- E-mail Matt Hurwitz
- E-mail David Weiskopf