Schwab Moneywise is a free financial education resource designed to help people build money skills and make progress toward their goals. It offers practical guidance on budgeting, saving, investing, debt, credit, taxes, insurance, estate planning, and financial planning. Content is organized around common needs and life stages, including starting out, changing jobs, buying a home, starting a family, and preparing for or living in retirement.

The site features articles and its biweekly Money Talk column, where certified financial experts share personal finance insights. Visitors can also use calculators, worksheets, a financial fitness quiz, and tax forms and other documents to plan and track their finances. Schwab Moneywise provides dedicated resources for teens, parents, and educators, including lessons, activities, and classroom materials on topics such as budgeting, saving, credit, jobs, college, and investing.

The program aims to make financial education accessible to everyone. Its educational information is not a substitute for individualized tax, legal, or investment advice.