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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-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.

Yes, There are Retirement Benefits for a Nonworking Spouse
by Carrie Schwab-Pomerantz
November 01, 2016

Even if your spouse hasn’t worked outside of the home, he or she is entitled to certain retirement benefits, including Social Security. 

Thirteen Scary Ways to Waste Money
by Carrie Schwab-Pomerantz
October 26, 2016

No matter how on top of your finances you are, certain money wasters can creep up on you. This Halloween, watch out for these thirteen.

Credit and Debt: Ten Questions Everyone Should Answer
by Carrie Schwab-Pomerantz
October 19, 2016

Credit is a powerful and convenient financial tool, but only if you know how to keep it under control.

It's Open Enrollment Time. Should You Open an HSA This Year?
by Carrie Schwab-Pomerantz
October 12, 2016

Opening a Health Savings Account (HSA) can be a good healthcare move—as well as a potential retirement savings boost.

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