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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 Schwab.com.

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.

Can You Get Social Security Benefits From Your Ex?
by Carrie Schwab-Pomerantz
September 27, 2017

Ex-spouse Social Security benefits can boost your income, depending on your circumstances. Get the facts.

Planning to Rent Out Your Vacation Home? Understand the Tax Rules.
by Carrie Schwab-Pomerantz
September 20, 2017

Renting out a vacation home can help defray your costs—but the tax rules are complicated. To avoid a big IRS headache, pay close attention and keep accurate records.

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