See the power of financial literacy in action.
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We all want financial freedom. It's just a matter of figuring out how to get there. Schwab Moneywise® can help you budget, save, and invest your money, manage debt, and achieve your life goals. Best of all, it's free and available to everyone from Charles Schwab Foundation. We're glad you're here.
Master the money skills you need to succeed.
The basics everyone should know include how to:
- Plan and budget
- Save and invest
- Calculate taxes
Keep trusted tools and resources close at hand.
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CalculatorsUse our various calculators to run the numbers and see where you stand.
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WorksheetsFollow steps toward your goals and track your progress.
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SurveysFind out what others like you are thinking and doing.
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Tax formsFind important forms and documents.
63% of Americans want to prioritize financial education.
Of all the important lessons to teach our kids, financial literacy is a top priority for Americans—especially in times of crisis. Get the results of our latest survey, along with steps that can help you:
- Be ready to handle emergency expenses.
- Feel confident in your financial future.
- Prepare the next generation for long-term success.
Make the most of where you are in life today.
Different times of life mean different financial needs, whether you're:
Help kids get set up for financial success.
The earlier we learn the basics, the better. Find tips, daily activities, parent kits, and more.
New for educators, parents and guardians: Innovative distance learning and classroom lesson plans created by teachers.
Meet Carrie Schwab-Pomerantz, personal finance expert.
As a CFP® professional and driving force for financial literacy, Carrie Schwab-Pomerantz believes everyone deserves an equal shot at financial well-being. Put her answers into action for your financial future. Get answers to common financial questions.
New this week:
New this week:
How Does SECURE 2.0 Help 70-Somethings Save More?
Civic 50 winner six years running.
Charles Schwab has been named one of America's 50 most community-minded companies by Points of Light, the world's largest organization dedicated to volunteer service.