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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

Is Interest on a HELOC Still Tax-Deductible?
by Carrie Schwab-Pomerantz
July 18, 2018

Interest on a HELOC may still be tax-deductible, but there are new laws and limits.

Should You Be Debt-Free Before You Retire?
by Carrie Schwab-Pomerantz
July 11, 2018

Being debt-free before you retire can be a smart goal. But be sure to look at your complete financial picture.

Saving for Retirement: How Much Is Enough?
by Carrie Schwab-Pomerantz
June 27, 2018

No matter where you live, you may have to save more for retirement than you had anticipated. Here are some ideas for how to make it happen.

What's the Best Way to Compare Job Offers?
by Carrie Schwab-Pomerantz
June 20, 2018

Choosing between job offers? Here's what to look for before making your decision.

A Father’s Day Financial Checklist for New Dads (and Moms)
by Carrie Schwab-Pomerantz
June 13, 2018

Raising kids is expensive, but being financially prepared isn't just about money—it's about planning ahead.

Can You Contribute to an IRA If You Don't Have a Job?
by Carrie Schwab-Pomerantz
June 06, 2018

You have to have earned income to make an IRA contribution, but there are limitations and exceptions.

Marriage and Money: 12 Questions to Ask Each Other Before Saying I Do
by Carrie Schwab-Pomerantz
May 30, 2018

There are many things to talk about and agree on before you get married and money should be one of them.

What's the Best Way to Give Your Grad a Financial Head Start?
by Carrie Schwab-Pomerantz
May 23, 2018

Trying to help a new grad? Here's how to strike a balance between offering financial support and fostering independence.

Does How You Manage Your Life Affect How You Manage Your Money?
by Carrie Schwab-Pomerantz
May 17, 2018

Life planning and financial planning go hand-in-hand, according to results of the 2018 Schwab Modern Wealth Index.

Launching a Student After College
by Carrie Schwab-Pomerantz
May 11, 2018

How can you help a new grad attain financial independence?

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