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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

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!

How Risky is it to Buy Cryptocurrency?
by Carrie Schwab-Pomerantz
September 19, 2018

Cryptocurrency can yield big gains, but even bigger risks.

At What Age Should You Collect a Social Security Spousal Benefit?
by Carrie Schwab-Pomerantz
September 12, 2018

A nonworking spouse is eligible for a Social Security spousal benefit, but age and timing can affect how much.

How Can I Avoid Scams that Target the Elderly?
by Carrie Schwab-Pomerantz
September 05, 2018

Financial exploitation of seniors is on the rise, but you can make smart moves now to help safeguard your money.

10 Steps to a DIY Financial Plan
by Carrie Schwab-Pomerantz
August 29, 2018

A financial plan doesn't require that you have a lot of money—and it doesn't have to cost you a penny.

Tips to Help Young People Turn Financial Optimism Into Positive Action
by Carrie Schwab-Pomerantz
August 22, 2018

While young people today are optimistic about their financial futures, their money habits tell a different story.

Own Your Own Business? Are You Saving Enough for Retirement?
by Carrie Schwab-Pomerantz
August 15, 2018

As a sole proprietor, saving for retirement is hard. Fortunately, there are small business plans to make it easier.

When Baby Makes Three: Financial Tips for Parents-To-Be
by Carrie Schwab-Pomerantz
August 10, 2018

Here are four ways to plan financially for a new child.

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