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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

Are You Making the Most of Your Charitable Donations?
by Carrie Schwab-Pomerantz
December 05, 2018

You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.

Can I Give Stock as a Gift?
by Carrie Schwab-Pomerantz
November 28, 2018

Giving a gift of stock is simple in practice, but there are tax issues and more to consider first.

Five Ways to Make Giving a Family Affair This Holiday Season
by Carrie Schwab-Pomerantz
November 14, 2018

Giving to charity as a family is a great way to make your dollars and your energy go farther this holiday season.

Elder Fraud: When Someone You Trust Betrays You
by Carrie Schwab-Pomerantz
November 07, 2018

More often than not, perpetrators of elder financial exploitation are someone the senior loves and trusts.

10 Easy Ways to Waste Your Money. Scared Yet?
by Carrie Schwab-Pomerantz
October 31, 2018

No matter how on top of your finances you are, certain money wasters can creep up on you. Watch out for these 10!

Are Young Men and Women Getting the Same Financial Start?
by Carrie Schwab-Pomerantz
October 25, 2018

A recent Schwab survey suggests a financial gender gap starting at an early age. What can we do?

Should You Have a Separate 529 Account for Each Child?
by Carrie Schwab-Pomerantz
October 17, 2018

Technically, you can use a single 529 account for multiple children. But there are lots of reasons not to.

Which Side of the Retirement Savings Statistics Are You On?
by Carrie Schwab-Pomerantz
October 10, 2018

Are you one of the few and fortunate Americans prepared for retirement? Now's the time to find out—and take action.

Do Your Folks Have an Advance Healthcare Directive? Do You?
by Carrie Schwab-Pomerantz
October 03, 2018

Having an advance healthcare directive on file with your doctor and hospital is a wise move no matter your age.

It's Open Enrollment: Are You Making the Most of Your Employee Benefits?
by Carrie Schwab-Pomerantz
September 26, 2018

Open Enrollment is the time to make sure you're not missing out on important benefits. Don't ignore it!

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