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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

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.

Is Your Mother, Wife, Daughter Investing? Are You?
by Carrie Schwab-Pomerantz
February 06, 2019

According to recent stats, women aren't investing enough for financial security. Here's what we can do about it.

Looking for a Good Way to Start Investing?
by Carrie Schwab-Pomerantz
January 30, 2019

For new investors, just getting started can be overwhelming. It doesn't have to be—especially if you have a 401(k).

The Case for Investing—Year In, Year Out
by Carrie Schwab-Pomerantz
January 23, 2019

Spooked by market volatility? Here's some context to help you proceed with knowledge and confidence.

What's Better for Your Teen—a Credit Card or Debit Card?
by Carrie Schwab-Pomerantz
January 16, 2019

Whether you give your teen a debit or credit card, make sure it comes with some lessons in money management.

Baby On the Way: Are You Ready for Your New Financial Reality?
by Carrie Schwab-Pomerantz
January 09, 2019

A new baby means a whole new financial reality. Best to be prepared—starting before the baby comes.

10 Financial Resolutions to Make—and Keep—Year After Year
by Carrie Schwab-Pomerantz
January 02, 2019

Do you make the same financial resolutions every year? When it comes to your money, that may be a good thing!

Does Working Past Age 70 Affect Your Social Security Benefits?
by Carrie Schwab-Pomerantz
December 19, 2018

While working past age 70 could mean higher Social Security benefits, it could also mean higher taxes and more.

Why Not Make a Gift of Financial Education This Season?
by Carrie Schwab-Pomerantz
December 12, 2018

Here's an easy way to help teachers in your community and across the country offer financial education to more kids.

Are You Making the Most of Your Charitable Donations?
by Carrie Schwab-Pomerantz
December 05, 2018

You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.

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