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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

Is Your Wedding Your Top Financial Goal?
by Carrie Schwab-Pomerantz
June 19, 2019

A wedding is a magical day, but it can also be a big investment. How does it fit in with your other financial goals?

A Father’s Day Financial Checklist for New Dads (and Moms)
by Carrie Schwab-Pomerantz
June 12, 2019

Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.

Top 10 Financial To-Dos for Today's Grads
by Carrie Schwab-Pomerantz
June 05, 2019

Graduation brings new freedoms but also new responsibilities—especially when it comes to money. Are you ready?

2019 Modern Wealth Survey Results Are In. How Do You Stack Up?
by Carrie Schwab-Pomerantz
May 29, 2019

The Schwab 2019 Modern Wealth Survey gives insights into how Americans view—and manage—wealth. Where do you fit in?

What Do Military Vets Need to Know About Their Finances?
by Carrie Schwab-Pomerantz
May 22, 2019

Veterans can face significant financial challenges as they return to civilian life. Here are suggestions for a secure financial future.

Navigating the World of Student Loans
by Carrie Schwab-Pomerantz
May 15, 2019

When employed thoughtfully and managed responsibly, student loans can pave the way to a brighter future.

What Money Values Are You Passing on to Your Kids?
by Carrie Schwab-Pomerantz
May 08, 2019

Teaching financial values isn't just about money. It's about helping kids become productive, independent adults.

Launching a Student After College
by Carrie Schwab-Pomerantz
May 07, 2019

How can you help a new grad attain financial independence?

Saving for College: What's the Difference Between a 529 Plan and Custodial Account?
by Carrie Schwab-Pomerantz
May 01, 2019

Do you know the differences between a 529 and a custodial account? If you're saving for college, you should.

Can You Rollover a Roth 401(k) to a Roth IRA?
by Carrie Schwab-Pomerantz
April 24, 2019

Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.

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