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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

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.

Financial Tips for Millennials
by Carrie Schwab-Pomerantz
November 10, 2017

How young adults can set themselves up for success.

Can I Protect My Retirement Income and 401(k) From Taxes?
by Carrie Schwab-Pomerantz
November 08, 2017

Income taxes are a fact of life even in retirement. Understand what's taxable, and at what rate, so there are no surprises.

What Do Vets Need to Know About Their Finances?
by Carrie Schwab-Pomerantz
November 02, 2017

Vets returning to civilian life often face serious financial challenges. Fortunately, there are services to help them.

Roth vs. Traditional 401(k)—Which Is Better?
by Carrie Schwab-Pomerantz
November 01, 2017

If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!

It's Open Enrollment: Are You Making the Most of Your Employee Benefits?
by Carrie Schwab-Pomerantz
October 25, 2017

Don't miss out on valuable employee benefits! Use Open Enrollment to fine-tune your choices.

This Halloween, Don't Let These 10 Common Money Mistakes Creep Up On You!
by Carrie Schwab-Pomerantz
October 18, 2017

These 10 money mistakes are all too common. This Halloween, watch out!

Planning a Funeral: What Are the Financial Decisions You Need to Make?
by Carrie Schwab-Pomerantz
October 11, 2017

After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.

Can You Use IRA Assets to Purchase a Retirement Home? Should You?
by Carrie Schwab-Pomerantz
October 04, 2017

You can use IRA assets to purchase a retirement home, but make sure it makes financial sense.

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