Carrie Schwab-Pomerantz is president of the Charles Schwab Corporation Foundation. She established and now spearheads Schwab's highly respected Women's Investing Network, an initiative designed to educate and inspire women investors across America. She lives with her husband, journalist Gary Pomerantz, and their three children in the San Francisco Bay area. Charles R. Schwab is the founder, chairman, and co-CEO of the Charles Schwab Corporation, one of the nation's largest financial services firms. He is the author of the bestselling You're Fifty-Now What? and Charles Schwab's Guide to Financial Independence. He lives in the San Francisco Bay area with his wife, Helen.
This well-rounded primer provides one-stop shopping for the many phases of financial understanding and planning . . . [and] provides a useful framework that a family can refer to when approaching those often difficult but necessary conversations about finances.