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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

Five Ways to Make Giving a Family Affair This Holiday Season
by Carrie Schwab-Pomerantz
November 13, 2019

Involving kids in charitable giving is both a financial and personal lesson. Here are 5 ways to get their interest.

Close to Retirement? Don't Miss These Dates and Deadlines!
by Carrie Schwab-Pomerantz
November 12, 2019

Close to retirement? Here are some age-related dates and deadlines to put on your calendar.

Learn How To Start Investing With These Five Simple Steps
by Carrie Schwab-Pomerantz
November 12, 2019

It isn’t difficult to become an investor. Learn how to start investing with these five simple steps.

Five Steps Women Can Take Toward Financial Empowerment
by Carrie Schwab-Pomerantz
November 06, 2019

Women still lag behind men when it comes to financial security. Here are 5 practical—and empowering—ways to take charge.

Are You Falling for These Financial Tricks?
by Carrie Schwab-Pomerantz
October 30, 2019

Here are 10 tricks we sometimes play on ourselves when it comes to money—and how to treat yourself better.

Can You Use IRA Assets to Purchase a Retirement Home? Should You?
by Carrie Schwab-Pomerantz
October 23, 2019

Thinking about using IRA assets to buy a retirement home? Have you also thought about the potential consequences?

How Do Social Security Survivor Benefits Add Up?
by Carrie Schwab-Pomerantz
October 16, 2019

When both spouses collect Social Security, does a surviving spouse get both? Unfortunately no.

It's Open Enrollment: Are You Making the Most of Your Employee Benefits?
by Carrie Schwab-Pomerantz
October 09, 2019

It's Open Enrollment time again. Here's why you shouldn't ignore it.

Girls and Money: Six Important Steps to Take Right Now
by Carrie Schwab-Pomerantz
October 02, 2019

In spite of advances in many areas, girls often don't get the same financial start as boys. Here's what you can do.

Tips for Helping Elderly Parents With Their Finances
by Carrie Schwab-Pomerantz
September 25, 2019

Talking to elderly parents about their finances and future care can be sensitive but essential. Here's how to start.

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