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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 Schwab.com.

Getting a Tax Refund? Here Are Five Smart Ways to Use It.
by Carrie Schwab-Pomerantz
April 17, 2019

A tax refund isn't really a windfall; it's hard-earned cash you overpaid to Uncle Sam. Now how will you use it?

Women and Social Security: Are You Maximizing Your Benefits?
by Carrie Schwab-Pomerantz
April 10, 2019

Women face unique financial challenges regarding retirement. Know your Social Security options before you file.

Teaching Your Kids About Money? Here Are Five Life Lessons That Can Help.
by Carrie Schwab-Pomerantz
April 03, 2019

Trying to teach your kids about money? Here are five common life lessons you can use to get their attention.

Are You Fooling Yourself When It Comes to Money?
by Carrie Schwab-Pomerantz
March 27, 2019

This April Fools' Day make sure you're not making some common—but foolish—money mistakes.

Have You Taken Care of Your Estate Planning Basics?
by Carrie Schwab-Pomerantz
March 20, 2019

Creating a basic estate plan doesn't have to be a chore. It generally takes four basic documents and some soul searching.

Tax Basics: What's Your Tax IQ?
by Carrie Schwab-Pomerantz
March 13, 2019

Knowing certain tax basics can help you use tax software or talk to a tax professional with confidence.

How to Talk to Your Girls (and Boys) About Money
by Carrie Schwab-Pomerantz
March 06, 2019

Are you giving your girls and boys the same money messages? Here's why you should and how to do it.

Are You Prepared for a Financial Emergency?
by Carrie Schwab-Pomerantz
February 27, 2019

Millions of Americans are unprepared for a financial emergency. Carrie provides clear-cut advice for creating a safety net.

Does It Still Make Sense to Itemize Deductions?
by Carrie Schwab-Pomerantz
February 20, 2019

With a higher standard deduction and fewer tax-deductible expenses allowed, tax prep could be a lot easier in 2018.

Can Finance and Romance Go Hand in Hand?
by Carrie Schwab-Pomerantz
February 13, 2019

Finances cause problems for many couples. If you're in a serious relationship, have the money talk now.

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