The Charles Schwab Guide To Finances After Fifty

Author : Carrie Schwab-Pomerantz
Publisher : Crown Currency
ISBN 13 : 0804137374
Total Pages : 434 pages
Book Rating : 4.79/5 ( download)

DOWNLOAD NOW!

Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz and published by Crown Currency. This book was released on 2014-04-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. 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. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie 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.

Author : Carrie Schwab and Joanne Cuthbertson Pomerantz
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.30/5 ( download)

DOWNLOAD NOW!

Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab and Joanne Cuthbertson Pomerantz and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Charles Schwab
Publisher : Currency
ISBN 13 : 1984822543
Total Pages : 377 pages
Book Rating : 4.43/5 ( download)

DOWNLOAD NOW!

Download or read book Invested written by Charles Schwab and published by Currency. This book was released on 2019-10-08 with total page 377 pages. Available in PDF, EPUB and Kindle. Book excerpt: “To say Charles Schwab is an entrepreneur is actually an understatement. He really is a revolutionary.”—Phil Knight, co-founder of Nike, author of Shoe Dog The founder of The Charles Schwab Corporation recounts his ups and downs as he made stock investing, once the expensive and clubby reserve of the few, accessible to ordinary Americans. In this deeply personal memoir, Schwab describes his passion to have Main Street participate in the growing economy as investors and owners, not only earners. Schwab opens up about his dyslexia and how he worked around and ultimately embraced it, and about the challenges he faced while starting his fledgling company in the 1970s. A year into his grand experiment in discounted stock trading, living in a small apartment in Sausalito with his wife, Helen, and new baby, he carried a six-figure debt and a pocketful of personal loans. As it turned out, customers flocked to Schwab, leaving his small team scrambling with scarce resources and no road map to manage the company’s growth. He recounts the company’s game-changing sale to Bank of America—and how, in the end, the merger almost doomed his organization. We learn about the clever and timely leveraged buyout he crafted to regain independence; the crushing stock market collapse of 1987, just weeks after the company had gone public; the dot-com meltdown of 2000 and its reverberating aftermath of economic stagnation, layoffs, and the company’s eventual reinvention; and how the company’s focus on managing risk protected it and its clients during the financial crisis in 2008, propelling its growth. A remarkable story of a company succeeding by challenging norms and conventions through decades of change, Invested also offers unique insights and lifelong principles for readers—the values that Schwab has lived and worked by that have made him one of the most successful entrepreneurs of our time. Today, his eponymous company is one of the leading financial services firms in the world. Advance praise for Invested “I’ve admired Chuck Schwab for a long time. When you read this book, you’ll understand why.”—Warren E. Buffett “This is a fascinating story that teaches you about the never-ending evolution of an entrepreneurial company, but even more about personal learning from that experience. So read, learn how to learn from experience, and enjoy.”—George P. Shultz, former secretary of Labor, Treasury, and State

Author : Charles Schwab
Publisher : Crown
ISBN 13 : 9780609601242
Total Pages : 0 pages
Book Rating : 4.45/5 ( download)

DOWNLOAD NOW!

Download or read book Charles Schwab's Guide to Financial Independence written by Charles Schwab and published by Crown. This book was released on 1998 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it comes to investing, most of us know where we'd like to be but not how to get there. We'd like nothing better than to sit down with an experienced professional who can guide us through the bewildering array of choices. Reading this easy-to-understand book is like having the founder and CEO of a $350 billion brokerage firm sit at your kitchen table and distill his 40-plus years of accumulated wisdom in a one-on-one session with you. You will learn how to: Define and set investment goals Prepare an investment plan, put the plan into action, and update the plan regularly Plan for your children's education or your own retirement Cope effectively with the ups and downs of the market Make sure you'll have enough for a comfortable retirement

Author : Charles Schwab
Publisher : Crown Currency
ISBN 13 : 0307420418
Total Pages : 301 pages
Book Rating : 4.11/5 ( download)

DOWNLOAD NOW!

Download or read book Charles Schwab's New Guide to Financial Independence Completely Revised and Upda ted written by Charles Schwab and published by Crown Currency. This book was released on 2007-12-18 with total page 301 pages. Available in PDF, EPUB and Kindle. Book excerpt: “There are dozens of primers on investing, but Schwab’s is straightforward and carefully organized. . . . The glimmers of his personal life are gems. . . . By now, Schwab is a financial brand name, and the lessons from his rich life make for good reading—and good investing.” —Suze Orman, author of The 9 Steps to Financial Freedom The biggest risk in investing is doing nothing. In the updated edition of this New York Times bestseller, Charles Schwab presents clear and simple lessons that will give readers the confidence they need to start down the road to financial independence. Schwab, one of the most trusted gurus in American investing, explains all the basics in a clear, easy-to-understand way. This revised edition completely updates the book to take into consideration the substantial changes and fluctuations in the market in recent years. A significant amount of new material has been added, including a valuable section on performance monitoring, a key strategy that enables investors to measure the performance of their portfolios against objective benchmarks. Using this excellent book, investors will learn how to: • Define and set investment goals • Prepare an investment plan, put it into action, and update it regularly • Plan for their children’s education • Cope effectively with the ups and downs of the market • Plan for a comfortable retirement

Author : Charles Schwab
Publisher : Three Rivers Press
ISBN 13 : 0609808702
Total Pages : 332 pages
Book Rating : 4.02/5 ( download)

DOWNLOAD NOW!

Download or read book You're Fifty-Now What? written by Charles Schwab and published by Three Rivers Press. This book was released on 2002 with total page 332 pages. Available in PDF, EPUB and Kindle. Book excerpt: Now in paperback comes the national bestseller advising people how to determine exactly what they'll need for retirement, how to maximize their best earning and investing years, and how to work out the wisest balance of asset allocation.

Author : Carrie Schwab-Pomerantz
Publisher : Currency
ISBN 13 : 9781400049608
Total Pages : 400 pages
Book Rating : 4.01/5 ( download)

DOWNLOAD NOW!

Download or read book It Pays to Talk written by Carrie Schwab-Pomerantz and published by Currency. This book was released on 2003-12-23 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial security begins with a conversation . . . And that’s why Carrie Schwab-Pomerantz has teamed up with her father, internationally respected investing pioneer and bestselling author Charles R. Schwab, to produce this excellent family financial primer. This book will help investors succeed whether the stock market is going up or down, both in the present and in the long term. Throughout the book, the authors stress the importance of having regular and effective conversations about money—with a spouse or partner, young children and teenagers, and aging parents—and offer the perfect roadmap for starting and continuing those conversations, including: • understanding the basics: stocks, bonds, and mutual funds • building wealth over time, understanding your tolerance for risk, and developing and maintaining the right investment portfolio • investing for your children’s future and for your secure retirement • estate planning for you and your older parents • preparing for life’s unexpected events “A practical book for men and women, young and old ...It’s smartly written, earnest without being preachy, and offers down-to-earth advice on how to forge productive conversations about money between spouses and partners, parents and children, and adult children and aging parents.”—Chicago Tribune “Most families don’t talk about money. Personal finance ranks with sex and drugs as one of the least-discussed topics and one fraught with emotional baggage....Bottom line: You have to fend for yourself when it comes to money, and the way to do that is to talk about it with parents, spouses, and children....We all have to take care of ourselves financially. This book is a good place to start.”—USA Today

Author : Kenneth L. Fisher
Publisher : John Wiley & Sons
ISBN 13 : 1118431065
Total Pages : 199 pages
Book Rating : 4.61/5 ( download)

DOWNLOAD NOW!

Download or read book Plan Your Prosperity written by Kenneth L. Fisher and published by John Wiley & Sons. This book was released on 2012-10-30 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re in retirement, just getting ready to retire, or 5, 10, or 40 years out, this book can help you invest smarter your whole life and yes, plan better for retirement. Harmful mythology abounds about retirement investing. Many retirees or soon-to-be retirees have heard a plethora of advice. Take 100 (or 120) and subtract your age to get your equity allocation, put the rest in bonds or cash. Buy only bonds. Buy only high dividend stocks. Or some combination! Buy equity-indexed annuities or some “guaranteed” income product. All examples of a potentially harmful myth many folks believe to be smart, strategic moves. Investors believe preparing for retirement requires a radically different set of tools or a dizzying array of products. Navigating the world of retirement products and services can be a full-time job. But investing for retirement is, in practice, not much (if at all) different from investing. In Your Retirement Plan, Ken Fisher will give readers a workable strategy to either develop their own retirement investing plan or work more successfully with a professional to increase the likelihood of achieving long-term goals while avoiding common pitfalls. The book will include easy-to-follow steps like How to think, correctly, about investing time horizon. How to better figure how much income you need How to determine if a portfolio can provide that income How to figure how much to save each year to achieve retirement goals What pitfalls to avoid And more. . . . In this retirement planning book that's not just for retirees, Fisher will hand readers the tools and confidence they need to better plan for the future.

Author : Andrea Baxter
Publisher : Random House Canada
ISBN 13 : 0307358003
Total Pages : 242 pages
Book Rating : 4.04/5 ( download)

DOWNLOAD NOW!

Download or read book The Smart Cookies' Guide to Couples and Money written by Andrea Baxter and published by Random House Canada. This book was released on 2010-01-26 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: This hip and accessible guide addresses all of the nagging money questions and thorny situations that come up when you're in a relationship, whether you're just starting to get serious or you're already married. This book gives couples the perfect excuse to break the silence and start talking about… money! Staying on top of your finances when you're single can be tough enough - add another person to the mix and it can seem downright daunting. Even if you've got your own finances in order, there are inevitable money issues that come up when you're part of a couple, not just because one of you may be in better shape financially than the other, but because you may each have very different perspectives on money and how to manage it. The principles the Cookies set out in their first book about the basics of life planning and investing can work for couples, too, and this guide offers simple techniques that will help readers with everything from dealing with "money baggage" to getting out of debt to planning for retirement. Again they draw practical advice and meaty anecdotes from their own financial escapades, as well as readers' queries and the personal experiences of five focus couples.

Author : Vicki Cook
Publisher : Simon and Schuster
ISBN 13 : 1507216408
Total Pages : 272 pages
Book Rating : 4.08/5 ( download)

DOWNLOAD NOW!

Download or read book Estate Planning 101 written by Vicki Cook and published by Simon and Schuster. This book was released on 2021-08-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.