Ask Carrie

The personal side of money

Retirement

Medicare while Traveling

Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.

June 22, 2022 Carrie Schwab-Pomerantz

Retirement Without a 401(k)

No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.

June 16, 2022 Carrie Schwab-Pomerantz


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

4 Major 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

Gig Workers: Smart Money Moves

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

Small Business Retirement Plans

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

Investing

Impact of 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

Instead of Panicking, 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

Fishing and Investing?

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

March 23, 2022 Carrie Schwab-Pomerantz

Saving and budgeting

Extra Money Lessons for Grads

Your new grad may have learned economic theory, but what about real-world financial management? Here's how to help.

June 08, 2022

Special Needs Planning

How can you save and invest for a child with special needs without losing public benefits? Consider a 529 ABLE account.

June 01, 2022 Carrie Schwab-Pomerantz

Say No to Wedding Stress

Despite pricing and social pressures, you can still have a memorable and beautiful wedding without breaking the bank.

May 25, 2022 Carrie Schwab-Pomerantz

Helping Mom—or Dad—Financially

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

Investing 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

Financial Literacy and Teens

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: Smart Money Moves

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

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

Students, 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

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

Taxes

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

Tax on Part-Time Rentals?

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

Teens and Taxes

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

For families and couples

For service members and veterans

For women