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Ask Carrie: The Personal Side of Money

Investing from a Family Perspective

Schwab Chief Strategist for Consumer Education Carrie Schwab Pomerantz provides practical advice on difficult financial topics that face today’s families. By subscribing via RSS, you can have each weekly column delivered directly to you as soon as it’s published on Schwab.com.

Raise Your Financial IQ in 2017
by Carrie Schwab-Pomerantz
January 04, 2017

Want to make smarter financial decisions in 2017? Start by zeroing in on these 10 important details. 

Raise Your Financial IQ in 2017
by Carrie Schwab-Pomerantz
January 04, 2017

Want to make smarter financial decisions in 2017? Start by zeroing in on these 10 important details. 

From Our House to Yours: Financial Lessons for Today's 20-Somethings
by Carrie Schwab-Pomerantz
December 21, 2016

Experience is often the best teacher, so here are some real-life financial lessons to share with today's 20-somethings. 

Want to Pass on Your Values as Well as Your Assets? Consider an Ethical Will.
by Carrie Schwab-Pomerantz
December 14, 2016

An ethical will isn't legally binding but it could be an important—and personally valuable—part of your legacy.

Tax-Free Gift Limits: How Much Money Can You Give?
by Carrie Schwab-Pomerantz
December 07, 2016

Current gift tax exclusions are pretty generous, but before you write that special holiday check, know the rules.

The Perennial Question: How Can You Balance Essentials and Extras?
by Carrie Schwab-Pomerantz
November 30, 2016

You can focus on future financial security while still enjoying today—as long as you do it consciously.

What Will You Do for Giving Tuesday?
by Carrie Schwab-Pomerantz
November 23, 2016

Giving Tuesday isn't just about donating money; it's about a commitment to helping others. Will you join in?

Mindful Spending: Can You Resist the Black Friday Hype?
by Carrie Schwab-Pomerantz
November 15, 2016

Don't let Black Friday put you in the red. Stay within your spending limits by being thoughtfully generous.

What Do Vets Need to Know About Their Finances?
by Carrie Schwab-Pomerantz
November 09, 2016

Vets returning to civilian life often face serious financial challenges. Fortunately, there are services to help them.

The Case for Financial Education
by Carrie Schwab-Pomerantz
November 02, 2016

In an increasingly complex financial world, the need for financial education is undeniable.

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