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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 Keep Your Wedding Budget on Track
by Carrie Schwab-Pomerantz
March 19, 2018

It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.

Can You Dip Into Your IRA to Buy a First Home? Should You?
by Carrie Schwab-Pomerantz
March 12, 2018

The IRS says you can use IRA money penalty-free for a first home purchase. But that doesn't mean it's a good idea.

Women and Money: Why It's Important to Take Control of Your Finances
by Carrie Schwab-Pomerantz
March 05, 2018

Financial independence is a great equality booster. Take steps now to take charge of your finances—and your life.

Is Maxing Out Your 401(k) Enough?
by Carrie Schwab-Pomerantz
February 28, 2018

The IRS-mandated maximum 401(k) contributions could leave you short. To find out if you’re on target, do the math!

Does Your Teen Need to File a Tax Return?
by Carrie Schwab-Pomerantz
February 21, 2018

Whether or not your teen needs to file a tax return, a first job can be a great lesson in financial reality.

Navigating the Financial Aspects of Funeral Planning
by Carrie Schwab-Pomerantz
February 16, 2018

Navigating the financial details of funeral planning.

Baby On the Way: Are You Ready for Your New Financial Reality?
by Carrie Schwab-Pomerantz
February 14, 2018

Planning for baby's arrival? Take time now (while you have it!) to get financially prepared.

Modern Love and Money: Who Picks Up the Check?
by Carrie Schwab-Pomerantz
February 07, 2018

Who pays on the first date? Who pays after that? Love and money can be tricky today, but some rules still apply.

65 and Still Working: What to do with Medicare?
by Carrie Schwab-Pomerantz
January 31, 2018

Still working at age 65? That doesn't mean you should ignore Medicare. Get the facts to avoid possible penalties.

Can Middle Schoolers Learn to Make Smart Money Choices?
by Carrie Schwab-Pomerantz
January 31, 2018

Learning about money is a hands-on experience. Give your kids financial responsibility and the lessons will follow.

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