The Charles Schwab Guide to Finances After Fifty

New book

The Charles Schwab Guide
to Finances After Fifty

Get answers to your most important money questions.

Budgeting Tools

Wonder where your money goes? Manage your spending with these interactive tools.

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Calculators

Whether your goal is to buy something new or get out of debt, these interactive calculators can help.

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Financial Fitness Quiz

Take this quick quiz to find out how you can shape up your financial life.

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Financial Planning Worksheets

Use these worksheets to get a picture of your finances.

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Families & Money Surveys

Find out why people in their 50s and 60s are sticking with their jobs longer.

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Forms

Acquaint yourself with some of the important documents you might encounter in the working world.

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Help after 50

Get practical tips to build better money habits.

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The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.