Financial Literacy
Schwab helps people of all ages master the basics of money management.
Financial Education
Through our Schwab MoneyWise® website and workshops, we help families learn – and teach – money basics. Our Money Matters: Make It Count program, in collaboration with Boys & Girls Clubs of America, also teaches teens about money and finance.
"Our goal is to improve the financial well-being of Americans through community outreach, consumer education and the highest level of business ethics."
— Carrie Schwab-Pomerantz, President, Charles Schwab Foundation
Adult Financial Counseling
We provide one-on-one financial counseling through our work with nonprofit organizations, such as Single Stop in San Francisco, Goodwill Industries in Indianapolis, and Foundation Communities in Austin, Texas. We also promote financial literacy through the Ask Carrie column, which is available on Schwab websites and is syndicated nationally through Creators News Service.
Research
Schwab also conducts annual research to spotlight family finance issues. The following information is available in PDF form:
- 2011 Teens & Money Survey: A look at 16- to 18-year-olds and their attitudes, behaviors and expectations about money.
- 2010 Families & Money Survey: Parents talk about helping their young adult children become financially healthy.
- 2009 Young Adults & Money Survey: 23- to 28-year olds reveal their beliefs and behaviors about managing money.
