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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.

Tax Basics: What's Your Tax IQ?
by Carrie Schwab-Pomerantz
February 15, 2017

Knowing certain tax basics can help you use tax software or talk to a tax professional with confidence.

What Does Love Cost?
by Carrie Schwab-Pomerantz
February 08, 2017

Love and money go hand-in-hand. Get tips on handling finances at three crucial points in your love life.

Millennials, Fire Away: What's Your Financial Question?
by Carrie Schwab-Pomerantz
February 01, 2017

No question is too simple or embarrassing to ask. The answers to ALL of your financial questions are worth seeking and understanding.

Worried About Your Wallet? Here's How to Protect Your Finances in Uncertain Times
by Carrie Schwab-Pomerantz
January 25, 2017

In times of uncertainty, you can prepare yourself by sticking to some time-tested basics of money management.

Seven Quick Tricks to Set Yourself Up for Financial Success
by Carrie Schwab-Pomerantz
January 18, 2017

Are your financial resolutions already a thing of the past? Try these seven tricks to get on track—and stay there.

Are You Ready for a Financially Healthy 2017?
by Carrie Schwab-Pomerantz
January 11, 2017

Need to detox your finances? This 30-day program can lead to lifelong financial health. Try it.

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.

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