Ask Carrie

The personal side of money

Retirement

Should I File for Social Security Now or Later?

You don’t have to file for Social Security the moment you retire. In fact, most people will benefit by waiting.

May 18, 2022 Carrie Schwab-Pomerantz

Gig Workers: How Are You Managing Your Money?

As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.

April 07, 2022 Carrie Schwab-Pomerantz


Have You Considered These 4 Retirement Risks?

There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.

April 07, 2022 Carrie Schwab-Pomerantz

Need a Retirement Plan for Your Small Business?

Own a small business? Don't miss out on these opportunities to save for retirement and decrease taxable income.

April 06, 2022 Carrie Schwab-Pomerantz

Can I Afford to Live My Retirement Dream?

Retirement can be an opportunity to make big changes—provided you also take care to protect your finances.

February 11, 2022 Carrie Schwab-Pomerantz

Have You Made Your 3 Big Medicare Decisions?

Medicare can be complicated, but there are just three big decisions you need to make when turning 65.

February 02, 2022 Carrie Schwab-Pomerantz

Investing

Should You Care About Rising Interest Rates?

Will rising interest rates affect you personally? Most likely. No need to panic, but best to be aware.

May 11, 2022 Carrie Schwab-Pomerantz

Spooked by Market Declines? Don't Panic—S.T.O.P.

When it comes to investing, our emotions are not our friend. Instead of panicking, S.T.O.P.

March 30, 2022 Carrie Schwab-Pomerantz

What Can Fishing Teach Us About Investing?

What can a new investor learn from fishing? You might be surprised.

March 23, 2022 Carrie Schwab-Pomerantz

Saving and budgeting

Can You Tactfully Give Mom—or Dad—Financial Help?

Parents may not be comfortable being on the receiving end of financial help, but there's a way to do it tactfully.

May 04, 2022 Carrie Schwab-Pomerantz

Stock Market Investing Is—and Isn't—Black & White

The 2022 Schwab-Ariel Black Investor Survey shows both progress and opportunities for addressing wealth inequality.

April 27, 2022 Carrie Schwab-Pomerantz

How Can We Boost Teens' Financial Literacy?

We've made progress in teaching our nation's teens about money, but there's much more to do.

April 13, 2022 Carrie Schwab-Pomerantz

Gig Workers: How Are You Managing Your Money?

As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.

April 07, 2022 Carrie Schwab-Pomerantz

Budget Busters and Boosters for a Fresh Start

The new year can be the ideal time to give your finances a fresh look—and a fresh start.

January 05, 2022 Carrie Schwab-Pomerantz

College-Bound Student? It's Time to Fill out the FAFSA®!

Don't assume you won't qualify for college financial aid; file the FAFSA® early to maximize your opportunities.

December 29, 2021 Carrie Schwab-Pomerantz

First Steps for Your Baby’s Financial Future

New baby? There's a lot to think about—including your child's financial future. College is a major savings goal, but there's even more to consider.

November 12, 2021 Carrie Schwab-Pomerantz

Help! My Student Loans Are Due Again!

With the right strategy, you can pay off debt while at the same time building a strong financial foundation.

November 03, 2021 Carrie Schwab-Pomerantz

Is Your Lifestyle Creeping Up on You?

Making more money but not sure where it's going? Don't let lifestyle creep catch you by surprise.

October 27, 2021 Carrie Schwab-Pomerantz

Are You Falling for These Financial Tricks?

Some common financial habits can result in potentially scary results.

October 15, 2021 Carrie Schwab-Pomerantz

Taxes

Paying for College: Are Scholarships Taxable?

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.

May 06, 2022 Carrie Schwab-Pomerantz

Is Rental Income From a Vacation Home Taxable?

Renting out a vacation home part-time can mean extra income. But remember, Uncle Sam wants some of it too!

April 20, 2022 Carrie Schwab-Pomerantz

Does Your Teen Need to File a Tax Return?

Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their financial education.

March 16, 2022 Carrie Schwab-Pomerantz

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