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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.

What's the Best Way to Invest in a Rising Market?
by Carrie Schwab-Pomerantz
April 12, 2017

If you try to time the market, your chance of losing is as great as your chance of winning. Rebalancing is the key.

What's the Best Use for a Bonus?
by Carrie Schwab-Pomerantz
April 05, 2017

Should you spend or save your bonus? With a little thought and planning, you can do both. 

Ten Common Money Wasters—Don't Be Fooled!
by Carrie Schwab-Pomerantz
March 29, 2017

Just like an April Fools’ Day prank, these 10 common money wasters may take you by surprise. Don't be fooled!

Ex-Spouse Social Security Benefits: What's the Best Strategy?
by Carrie Schwab-Pomerantz
March 22, 2017

Even though you're divorced, you might be able to tap into your ex-spouse's work record for Social Security benefits—as long as you meet all the qualifications.

You're Ready for That First House—But Can You Afford It?
by Carrie Schwab-Pomerantz
March 15, 2017

There are rules of thumb for how much house you can afford, but there's a lot more to consider.

Could Your Financial House Use Some Spring Cleaning?
by Carrie Schwab-Pomerantz
March 08, 2017

Overwhelmed by financial clutter? A little spring cleaning now could save you time and money later.

Can You Contribute to Someone Else's IRA?
by Carrie Schwab-Pomerantz
March 01, 2017

Contributing to someone's IRA may seem a simple way to help, but the details of when, where and how are more complex.

How Are Social Security Benefits Taxed?
by Carrie Schwab-Pomerantz
February 22, 2017

Social Security benefits plus added income may make you comfortable—but the IRS may also want its share.

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.

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