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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 Is Wealth Part 2: How Important Is a Financial Plan?
by Carrie Schwab-Pomerantz
August 16, 2017

Putting off financial planning because it's too complicated? Here are three progressive steps to help you get started.

How Fast Can You Get Your Money Out of the Stock Market?
by Carrie Schwab-Pomerantz
August 09, 2017

How fast you can cash out of the stock market is far less important than deciding what money to invest and why.

What Happens If You Take an Early Withdrawal From a 401(k) or IRA?
by Carrie Schwab-Pomerantz
August 02, 2017

Beware taking an early withdrawal from your 401(k) or IRA. It can cost you in more ways than one.

Is a HELOC Right for You?
by Carrie Schwab-Pomerantz
July 26, 2017

Home renovations are exciting—and expensive. Having equity in your home can help you foot the bill.

How Do Social Security Survivors Benefits Add Up?
by Carrie Schwab-Pomerantz
July 19, 2017

If both spouses collect Social Security, does the survivor collect both as well? Unfortunately no.

How Do You Define Wealth?
by Carrie Schwab-Pomerantz
July 12, 2017

Is wealth a number or an attitude? Whatever your definition, you need to stay on top of what you have.

Do You Have to Take an RMD When You Inherit an IRA?
by Carrie Schwab-Pomerantz
July 05, 2017

Inheriting an IRA can be a windfall—but the regulations can be a headache. Make sure you know tax and RMD rules.

Just Starting Out? Take These Seven Steps Toward Financial Independence.
by Carrie Schwab-Pomerantz
June 28, 2017

Financial independence is a long-term effort but it starts right now with a few important steps.

Are You Ready to Invest?
by Carrie Schwab-Pomerantz
June 21, 2017

Investing begins with thoughtful answers to some important questions—whether online or in person.

Second Marriage: Are You Financially Ready to Blend Your Families?
by Carrie Schwab-Pomerantz
June 14, 2017

Blending two families in a new marriage has a financial as well as an emotional side. Be prepared.





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