Financial Literacy

Consumer Education

Schwab provides educational materials to help consumers at all stages of life with the money issues that matter to them most.

 

  • Schwab MoneyWise™ provides parents and young adults with the tools and resources to teach and learn the basics of money management.

 

  • Ask Carrie on schwab.com provides a public forum to ask questions and get answers from Carrie Schwab Pomerantz, a former investment consultant who speaks and writes extensively about personal finance issues for individuals and families.
Book Publishing


Charles Schwab's New Guide to Financial Independence: Practical Solutions for Busy People by Charles R. Schwab (Three Rivers Press, 2004)

"There are dozens of primers on investing, but Schwab's is straightforward and carefully organized. The glimmers of his personal life are gems...By now, Schwab is a financial brand name, and lessons from his rich life make for good reading and good investing."

Suze Orman

 

You're Fifty - Now What? Investing for the Second Half of Your Life by Charles R. Schwab (Three Rivers Press, 2001)

"Author Charles R. Schwab focuses on real tasks that people nearing or already in retirement must tackle."

BusinessWeek

 

It Pays To Talk: How to have the Essential Conversations with Your Family About Money and Investing by Carrie Schwab Pomerantz & Charles R. Schwab (Three Rivers Press, 2002)

"A practical book for men and women, young and old...It's smartly written, earnest without being preachy, and offers down-to-earth advice on how to forge productive conversations about money between spouses and partners, parents and children, and adult children and aging parents."

Chicago Tribune