investments

Financial Security

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When it comes to financial security, having money is just half the battle.

Carrie Schwab-Pomerantz is a leading advocate for financial literacy and a certified financial planner. Plus it doesn’t hurt that her father is financial icon Charles Schwab. She says a majority of the country does not know how to properly handle money.

“My concern is that as a country we’re not talking about the lack of financial literacy. Financial literacy is necessary to have financial security.”

Carrie says teenagers and 20-something’s aren’t being taught how to manage debt and the responsibility of credit cards. On the opposite end of the spectrum people in their fifties aren’t fully prepared for retirement.  read more »