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The Charles Schwab guide to finances after fifty : answers to your most important money questions / Carrie Schwab-Pomerantz ; with Joanne Cuthbertson.

Schwab-Pomerantz, Carrie (Author). Cuthbertson, Joanne (Added Author).
Book
  • ISBN: 9780804137362 (hbk.)
  • ISBN: 0804137366 (hbk.)
  • Physical Description: xvi, 414 pages ; 25 cm
  • Edition: First edition.
  • Publisher: New York : Crown Business, [2014]

Available copies

  • 1 of 1 copy available at George H. and Ella M. Rodgers Memorial Library.

Current holds

0 current holds with 1 total copy.

Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
George H. and Ella M. Rodgers Memorial Library 332.024 SCHWAB-POMERAN 34510010944674 Non-Fiction Available -

Content descriptions

Bibliography, etc. Note:
Includes bibliographical references (p. 397-401) and index.
Formatted Contents Note:
Part 1. When retirement is at least ten years out -- Part 2. Getting closer: transitioning into retirement -- Part 3. Life in retirement -- Part 4. Maximizing Social Security and Medicare -- Part 5. Estate planning -- Part 6. The people in my life.
Summary, etc.:
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. Whatever your specific financial issue, one thing is certain-- your range of choices is vast. Schwab-Pomerantz 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.
Patron Reviews:
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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.

Subject: Middle-aged persons > Finance, Personal.
Retirement income > Planning

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