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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

Who Qualifies for Social Security Survivor Benefits?
by Carrie Schwab-Pomerantz
December 05, 2019

It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.

How Are Social Security Benefits Taxed?
by Carrie Schwab-Pomerantz
December 04, 2019

Social Security benefits plus added income may make you comfortable—but the IRS may also want its share.

Women and Retirement: Can You Afford Not to Save?
by Carrie Schwab-Pomerantz
November 27, 2019

Women are living longer than men but saving less for retirement. Here's why they need to save more—and sooner.

Social Security for Spouses
by Carrie Schwab-Pomerantz
November 22, 2019

Navigating your options for spousal (or ex-spousal) benefits.

What's the Best Way to Set Up an Education Fund for My Grandchild?
by Carrie Schwab-Pomerantz
November 20, 2019

Funding a grandchild's education can be complicated business. Be sure to consider all of your choices before making a decision.

Can Finance and Romance Go Hand in Hand?
by Carrie Schwab-Pomerantz
November 14, 2019

Finances cause problems for many couples. If you're in a serious relationship, have the money talk now.

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.

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