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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

Where's the Best Place for Extra Savings—a Roth 401(k) or Roth IRA?
by Carrie Schwab-Pomerantz
September 11, 2019

You can contribute to both a Roth 401(k) and IRA, but putting the max in your 401(k) first can keep things simple.

10 Steps to a DIY Financial Plan
by Carrie Schwab-Pomerantz
September 10, 2019

A financial plan doesn't require that you have a lot of money—and it doesn't have to cost you a penny.

How Should Millennials Save for Retirement?
by Carrie Schwab-Pomerantz
September 09, 2019

Millennials value freedom and flexibility. Fortunately, today's retirement saving vehicles can offer them both.

Here's How You Can Help Teachers Meet the Financial Education Challenge
by Carrie Schwab-Pomerantz
September 04, 2019

Back to school is a great time to focus on financial education. See what teachers are doing—and how you can help.

Should You Have a Separate 529 Account for Each Child?
by Carrie Schwab-Pomerantz
August 29, 2019

Technically, you can use a single 529 account for multiple children. But there are lots of reasons not to.

Are Your Kids' Extracurricular Activities Straining Your Budget?
by Carrie Schwab-Pomerantz
August 28, 2019

Are your kids' extracurricular activities straining your budget? Don't go into debt. Plan ahead instead.

Are You Prepared for a Financial Emergency?
by Carrie Schwab-Pomerantz
August 21, 2019

Millions of Americans are unprepared for a financial emergency. Carrie provides clear-cut advice for creating a safety net.

How Can Couples Max Out Social Security Benefits?
by Carrie Schwab-Pomerantz
August 14, 2019

Have you and your spouse talked about Social Security strategies? Here's why you should.

Teaching Your Kids About Money? Here Are Five Life Lessons That Can Help.
by Carrie Schwab-Pomerantz
August 09, 2019

Trying to teach your kids about money? Here are five common life lessons you can use to get their attention.

Is It Time to Declutter Your Finances?
by Carrie Schwab-Pomerantz
July 31, 2019

Closing financial accounts you no longer need can be a good idea—but take special care with credit cards.

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