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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.

The Financial Side of Remarrying Later in Life
by Carrie Schwab-Pomerantz
April 18, 2018

Joining your lives and your money when you’re older—especially in a second marriage—can be complicated. Plan ahead.

How Will You Use Your Tax Refund?
by Carrie Schwab-Pomerantz
April 11, 2018

Are you getting a big tax refund this year? Use it wisely—then make sure you don't get one next year.

The Capitol Hill Challenge: How Would a Teenager Invest $100,000?
by Carrie Schwab-Pomerantz
April 04, 2018

Have you heard of the Stock Market Game and Capitol Hill Challenge™? It's a great way to teach teens about investing.

Have You Made These Foolish Money Mistakes?
by Carrie Schwab-Pomerantz
March 28, 2018

If you've been fooled into making some common money mistakes, you're not alone. Here are real examples to consider.

Five Ways to Keep Your Wedding Budget on Track
by Carrie Schwab-Pomerantz
March 19, 2018

It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.

Can You Dip Into Your IRA to Buy a First Home? Should You?
by Carrie Schwab-Pomerantz
March 12, 2018

The IRS says you can use IRA money penalty-free for a first home purchase. But that doesn't mean it's a good idea.

Women and Money: Why It's Important to Take Control of Your Finances
by Carrie Schwab-Pomerantz
March 05, 2018

Financial independence is a great equality booster. Take steps now to take charge of your finances—and your life.

Is Maxing Out Your 401(k) Enough?
by Carrie Schwab-Pomerantz
February 28, 2018

The IRS-mandated maximum 401(k) contributions could leave you short. To find out if you’re on target, do the math!

Does Your Teen Need to File a Tax Return?
by Carrie Schwab-Pomerantz
February 21, 2018

Whether or not your teen needs to file a tax return, a first job can be a great lesson in financial reality.

Navigating the Financial Aspects of Funeral Planning
by Carrie Schwab-Pomerantz
February 16, 2018

Navigating the financial details of funeral planning.

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