The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions

The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions

by Carrie Schwab-Pomerantz, Joanne Cuthbertson
     
 

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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

Overview

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.
 

Editorial Reviews

From the Publisher
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*Library Journal

“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

Library Journal
04/01/2014
Building off her popular "Ask Carrie" column, Schwab-Pomerantz (president, Charles Schwab Fdn., senior vice president, Charles Schwab & Co., Inc.; coauthor, It Pays To Talk) presents her latest book as a collection of answers to the most important questions for those who may be near retirement or thinking about it. After introducing her "Top Ten Recommendations for Every Age" on how to become and remain financially fit, she addresses everything from planning for retirement to encouraging financial independence in children and other family members. Her style is conversational and open-minded, a necessity with such a delicate subject. The advice is sound, not groundbreaking, but readers will appreciate the Q&A format that will allow them to skip to the most relevant points as needed. VERDICT The title of the book should not dissuade younger readers from picking up this volume as it includes invaluable guidance on many personal finance topics that affect those under 50, including saving for college, paying off debt, and preparing for the golden years.—Elizabeth Nelson, UOP Lib., Des Plaines, IL

Product Details

ISBN-13:
9780804137362
Publisher:
The Crown Publishing Group
Publication date:
04/01/2014
Pages:
432
Sales rank:
187,239
Product dimensions:
6.30(w) x 9.30(h) x 2.60(d)

Meet 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.

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