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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.

Saving for College: What Are Your Options?
by Carrie Schwab-Pomerantz
January 18, 2018

How you save for college can be nearly as important as how much.

What's the Best Way to Rebalance Your Portfolio?
by Carrie Schwab-Pomerantz
January 17, 2018

Whether you do it annually or only when things get too far out of alignment, rebalancing is an essential element of successful investing.

Have You Set Your 2018 Financial Goals?
by Carrie Schwab-Pomerantz
January 10, 2018

Setting financial goals for a new year is a great idea. Setting up a way to achieve them is even better!

Ten Simple Steps for Financial Success in the New Year
by Carrie Schwab-Pomerantz
January 03, 2018

It's great to have plans for 2018. It's even better to set a financial foundation so you can make them a reality.

Is It Better to Rent or Buy?
by Carrie Schwab-Pomerantz
December 20, 2017

Think you're ready to buy a home? Remember, it's as much an emotional decision as a financial one.

Holiday Spending Worries? Generosity Doesn't Always Come With a High Price Tag
by Carrie Schwab-Pomerantz
December 13, 2017

Worried about your holiday budget? With a little creativity, you can be generous without spending a fortune.

In a Committed Relationship? Follow These Steps to Maintain Your Financial Independence.
by Carrie Schwab-Pomerantz
December 06, 2017

Togetherness is great but, in a committed relationship, a little financial independence can make things even better.

Do You Want to Leave an IRA to Your Grandchildren?
by Carrie Schwab-Pomerantz
November 29, 2017

Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.

Looking for the Perfect Gift This Season? Consider a Charitable Donation
by Carrie Schwab-Pomerantz
November 22, 2017

If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.

Tips for Finding Financial Advice
by Carrie Schwab-Pomerantz
November 15, 2017

Finding the right financial advice takes some in-depth thinking and research. Start here.

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