Complimentary Financial Consultation for Women

Find workshops
at a Schwab branch near you

Can't attend a branch workshop?
Watch our online workshops

Schwab MoneyWise® Tools

How much will you need to retire?
Retirement Calculator

Does saving consistently really add up?
Savings Calculator

Are you financially fit?
Financial Fitness Quiz

Is there a simple way to budget?
Budgeting Tools

  • CloseShare

    You can share this content with others through social networking sites. To do so you will be leaving Schwab.com and accessing a third-party site. Please note that Schwab does not endorse these sites or the products and services you might find there.

  • print

Take advantage of AARP® | Financial Guidance Services provided by Charles Schwab

Financial Life Planning for Women

See how Schwab's resources for women can help AARP members like you delve deeper into personal finances and assess retirement readiness.

AARP Members: Get a Complimentary Consultation

Get objective advice from a Schwab Financial Consultant about your financial needs.

  • Talk one-on-one with a Schwab Financial Consultant.
  • Find out where you stand financially.
  • Review your goals and strategies.

Call Schwab at 877-310-7746 to schedule your complimentary financial consultation.

Or make an appointment online at a local branch: Schwab Branch Locator

Women and Retirement:
Real Stories From Schwab Real Life Retirement Services | See all

Edna's retirement story

Edna: Retired but Not Taking It Easy
Edna is enjoying retirement but remains vigilant about financial independence.


Featured Schwab Resources

On Investing Magazine:
Strategies and ideas to help you make smart investment choices.

Carrie Schwab-Pomerantz,CFP®, President Charles Schwab Foundation

Carrie Schwab-Pomerantz
CFP®, President, Charles Schwab Foundation

Ask Carrie:

Is Retiring at 62 Realistic?

Read “Ask Carrie” in On Investing®, Schwab's award-winning quarterly magazine.

AARP members can call Schwab at 877-310-7746 to get a complimentary one-year subscription.

SchwabMoneyWise.com:
A free resource to help make the most of your money.

schwabmoneywise.com

Life Events: Reaching Retirement

It takes thought and careful planning to make sure you have the money you need to maintain the standard of living you want.


Market Snapshot:
Timely analysis to help you make better investment decisions.

Liz Ann Sonders Senior Vice President, Chief Investment Strategist Charles Schwab & Co., Inc.

Liz Ann Sonders
Senior Vice President, Chief Investment Strategist
Charles Schwab & Co., Inc.

Liz Ann looks at the markets and the economy, and shares her perspectives on leading indicators, trends, and opportunities.

Bond Snapshot:
Practical advice to help you make sound fixed income decisions.

Kathy Jones Vice President, Fixed Income Strategist Schwab Center for Financial Research

Kathy Jones
Vice President, Fixed Income Strategist
Schwab Center for Financial Research

Kathy considers where interest rates are headed, discusses key indicators that Schwab is watching, and offers thoughts on what investors can do when yields are low.


Call Schwab at 877-310-7746 to learn more.

Charles Schwab has the only financial guidance services program endorsed by AARP.