The Charles Schwab Guide to Finances After Fifty
Answers to Your Most Important Money Questions
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About the author
CARRIE SCHWAB-POMERANTZ is president of the Charles Schwab Foundation and senior vice president at Charles Schwab & Co., Inc., where she has spent the past thirty years serving clients and advocating for investors. Under her leadership the Foundation has established several notable financial education programs, including a curriculum for teens developed in collaboration with Boys & Girls Clubs of America that has been cited by the U.S. Treasury’s National Strategy on Financial Literacy as a best public-private sector initiative. She also spearheaded a program with AARP Foundation to provide financial education and coaching to people age fifty and older. Her popular personal finance column “Ask Carrie” is syndicated weekly through Creators News Service. She’s a Certified Financial PlannerTM certificant and the coauthor of the popular book about family finances It Pays to Talk.
JOANNE CUTHBERTSON is also a Certified Financial Planner(TM) certificant and publishing director at Charles Schwab & Co., Inc. She has worked in financial and technology publishing for three decades.
Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older.
The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it.
Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo.
Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice.
Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.
The Crown Publishing Group
; April 2014
256 pages; ISBN 9780804137379Read online
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Title: The Charles Schwab Guide to Finances After Fifty
Author: Carrie Schwab-Pomerantz; Joanne Cuthbertson
In the press
As seen on these shows and in these newspapers:
*The New York Times
*CBS “This Morning”
*Fox Business Network’s “The Willis Report”
*Bloomberg Radio’s “Taking Stock”
*The Street TV
*San Francisco Chronicle
“Overwhelming appealing...[This book] treats the reader as a grown-up…There is little sugarcoating and few wasted words…Ms. Schwab-Pomerantz gives realistic advice throughout…An excellent personal finance book…The book is well worth your time, whether you are over 50 or just see the big 5-0 looming.”
--New York Times
"A very good resource...highly recommended."
--WXEL's "On the Money!"
“An exceptional guide for smart financial decision-making, regardless of age, and a must-have roadmap to a more secure future.”
--Annamaria Lusardi, Academic Director, Global Financial Literacy Excellence Center (GFLEC), and Professor at the George Washington University School of Business
“Carrie Schwab-Pomerantz's new book offers comprehensive financial advice for Americans over fifty. Everything from contributing to employer retirement plans to strategies for claiming Social Security is covered with advice that is easy to understand and absolutely trustworthy. Reading this book is time well spent for people in all circumstances.”
-- John Shoven, Director of the Stanford Institute for Economic Policy Research
From the Hardcover edition.