Schwab MoneyWise ®
Schwab MoneyWise®

What’s your dream?
We’ll help make it happen.

Find out what you need to know about your money. Then put your knowledge to work.

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New Research:Here's how young adults view money.

Have a look at key findings from our 2018 Young Adult Financial Literacy Survey, including:

  • On average, Young Millennials don't think they'll be financially independent until age 29.
  • 80% of young adults have witnessed their parents experience financial hardship.
  • 33% of young adults skipped at least one meal in the previous year due to lack of funds.
View Survey Results

Essentials : Mastering the essentials will put you in charge.

Get help with essentials like:

  • Planning and budgeting
  • Credit and debt
  • Saving and investing
Go to Essentials

Tools & Resources : Reality-check your dream.

Here's where you can crunch the numbers, test your knowledge, and practice your money skills.

Tax Basics: What's Your Tax IQ?

by Carrie Schwab-Pomerantz
March 13, 2019

Knowing certain tax basics can help you use tax software or talk to a tax professional with confidence.

My Life : Live life to the fullest with smart money choices.

Learn how to prepare financially for nine major life events, including:

  • Starting out
  • Changing jobs
  • Getting married
See Life Events

Teaching Kids : The key is to make it fun.

It can be as simple as turning day-to-day activities into learning experiences. See how you can make it real and fun.

Visit Teaching Kids
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Investing involves risk, including possible loss of principal.

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.

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