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Schwab MoneyWise


As a not-for-profit venture by Charles Schwab, this site provides free financial literacy to the general public. Customers and non-customers alike can research a range of money topics, from the basics of opening a checking account to estate planning and all the life phases in between. There are also calculators and other interactive tools available for free use.

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An entire site overhaul. Re-written content that was more Millennial-friendly, to support them as they set out on a path to monetary independence. A design that was more engaging, and navigation that made it easier to get to the exact page matches searched for.

To start the journey off right, we set the tone by adding an interactive prompt on the home page, asking visitors to think about their personal goals, then giving them personalized links to search their interests.

Because money is money, but when it helps you get where you want in life, it becomes what dreams are made of.

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