Schwab MoneyWise ®
Watch Tamara's story to see how financial literacy transforms lives.

See the power of financial literacy in action.

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
Learn the Essentials

Keep trusted tools and resources close at hand.

See All Tools and Resources

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.
See the 2020 Survey

Make the most of where you are in life today.

Different times of life mean different financial needs, whether you're:

  • Starting out
  • Changing jobs
  • Nearing or in retirement
See Life Stages

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.

Start Teaching Kids

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.

The civic 50 points of light

Civic 50 winner four 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.


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.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

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