The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions
(Libby/OverDrive eBook, Kindle)

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Description

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. 

More Details

Format
eBook
Street Date
04/01/2014
Language
English
ISBN
9780804137379

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Published Reviews

Library Journal Review

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 (c) Copyright 2014. Library Journals LLC, a wholly owned subsidiary of Media Source, Inc. No redistribution permitted.

(c) Copyright Library Journals LLC, a wholly owned subsidiary of Media Source, Inc. No redistribution permitted.
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Library Journal Reviews

President of Charles Schwab Foundation, senior vice president at Charles Schwab & Co., Inc., and author of a weekly syndicated personal finance column called "Ask Carrie," Schwab-Pomerantz is well positioned to write this guide to later-life financial planning. From nuts-and-bolts stuff like "maximizing Social Security and Medicare" to broader issues, e.g., "Life in Retirement."

[Page 62]. (c) Copyright 2013. Library Journals LLC, a wholly owned subsidiary of Media Source, Inc. No redistribution permitted.

Copyright 2013. Library Journals LLC, a wholly owned subsidiary of Media Source, Inc. No redistribution permitted.
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Library Journal Reviews

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

[Page 99]. (c) Copyright 2014. Library Journals LLC, a wholly owned subsidiary of Media Source, Inc. No redistribution permitted.

Copyright 2014. Library Journals LLC, a wholly owned subsidiary of Media Source, Inc. No redistribution permitted.
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Citations

APA Citation, 7th Edition (style guide)

Schwab-Pomerantz, C., & Cuthbertson, J. (2014). The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions . Crown.

Chicago / Turabian - Author Date Citation, 17th Edition (style guide)

Schwab-Pomerantz, Carrie and Joanne Cuthbertson. 2014. The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions. Crown.

Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)

Schwab-Pomerantz, Carrie and Joanne Cuthbertson. The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions Crown, 2014.

Harvard Citation (style guide)

Schwab-Pomerantz, C. and Cuthbertson, J. (2014). The charles schwab guide to finances after fifty: answers to your most important money questions. Crown.

MLA Citation, 9th Edition (style guide)

Schwab-Pomerantz, Carrie, and Joanne Cuthbertson. The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions Crown, 2014.

Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.

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