Money Talk

Where personal finance gets personal

Let's talk about it

A Fond Farewell

Carrie Schwab-Pomerantz reflects on her time working at Charles Schwab and shares parting words as she enters her second act.

May 24, 2023 Carrie Schwab-Pomerantz

Manage your money

Do You Need a Freedom Fund?

Want to make a life change but feel you can't financially? Start a freedom fund.

May 10, 2023

Giving Stock to Charity

Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.

April 25, 2023


Selling Your House in a Down Market

Should you sell your house in a down market? Pay attention to both your wallet and the issues that impact your quality of life.

April 12, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

Where to Stash Your Cash

There are many places to stash your cash, but it pays to choose carefully.

February 01, 2023

10 Steps to Financial Health

Are you financially ready for the New Year? Here are 10 steps to put you on track toward better financial health all year long.

January 04, 2023

Learn to invest

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

Managing Through a Recession

Recessions have the potential for very real financial hardship, but there are positive steps we can take to ease the impact.

August 24, 2022

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

Build your financial independence

Plan for major life expenses

Can You Give Stock as a Gift?

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.

November 16, 2022 Carrie Schwab-Pomerantz

Ready to Buy Your First Home?

There's more to timing your first home purchase than interest rates and prices. Consider these guidelines.

October 05, 2022

Using IRA Funds for First Home

Just because you can use IRA funds to buy a first home doesn't mean it's the best move for your financial future.

August 10, 2022

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

Save for retirement

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023 Carrie Schwab-Pomerantz

Using IRA Funds for First Home

Just because you can use IRA funds to buy a first home doesn't mean it's the best move for your financial future.

August 10, 2022

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

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

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

New Investor Questions: Part 3

You've got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.

January 26, 2022

Nonworking Spouse Benefits?

There are ways to build retirement security for a nonworking spouse, but it takes careful planning as a couple.

December 08, 2021

Can I Open a Roth for My Teen?

A custodial IRA can be a great way to teach a teen to save for the future—and manage money wisely in the present.

September 08, 2021

How Much Do I Need To Retire?

How much do you really need to retire?

August 20, 2021

Financial Tips for Teachers

Teachers may have access to a number of unique and valuable benefits to help secure their financial future.

August 04, 2021

Financial literacy for the next generation

Help your loved ones

World Elder Abuse Day

We can all take steps to protect ourselves and our loved ones from financial fraud and exploitation.

June 15, 2022

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

Leaving a Grandchild Your IRA

Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.

November 12, 2021

Retire with confidence

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023 Carrie Schwab-Pomerantz

Suddenly Alone—Getting Help

It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.

September 14, 2022

Working Past 65 and Medicare

If you work past age 65, deciding when to enroll in Medicare depends on the size of your employer—and more.

July 27, 2022

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

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