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.
About the Author
Carrie Schwab-Pomerantz is president of the Charles Schwab Corporation Foundation. She established and now spearheads Schwab's highly respected Women's Investing Network, an initiative designed to educate and inspire women investors across America. She lives with her husband, journalist Gary Pomerantz, and their three children in the San Francisco Bay area.
Charles R. Schwab is the founder, chairman, and co-CEO of the Charles Schwab Corporation, one of the nation's largest financial services firms. He is the author of the bestselling You're Fifty--Now What? and Charles Schwab's Guide to Financial Independence. He lives in the San Francisco Bay area with his wife, Helen.
"From the Hardcover edition."
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
“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