Program Components

Schwabmoneywise.com
The Web site contains practical guidance, tips, tools, calculators and other useful resources to benefit families and individuals. It is organized into the following sections: 

Money Basics - This section covers fundamental topics such as goal-setting, budgeting, calculating personal net worth, managing credit and debt, saving and getting started with investing. You can also find information on insurance, retirement, estate planning and taxes.

Life Events - This section addresses important financial decisions involved in changing jobs, getting married, buying a home, starting a family, getting divorced and losing a spouse.

Ask Carrie — This section features the weekly financial advice column by Carrie Schwab-Pomerantz, a Certified Financial Planner and president of Charles Schwab Foundation.

Parents & Educators - This section offers tips and ideas for raising money-smart kids at home, and offers classroom resources for teachers.

Calculators & Resources — This section includes our popular monthly budget planner, several calculators to help with everything from saving and managing debt to buying a home, planning for a child’s college education and preparing for retirement.

You’ll also find the results of our annual Families & Money surveys that provide insights into Americans’ money attitudes, behaviors and expectations.

Schwab MoneyWise workshops

Designed to help parents, educators and other interested adults raise money-wise kids, we offer two workshops that cover saving and the benefits of starting early, budgeting, the dos and don’ts of credit for young people and the ABCs for beginning investors.