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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

Saving for College: What Are Your Options?
by Carrie Schwab-Pomerantz
January 18, 2018

How you save for college can be nearly as important as how much.

What's the Best Way to Rebalance Your Portfolio?
by Carrie Schwab-Pomerantz
January 17, 2018

Whether you do it annually or only when things get too far out of alignment, rebalancing is an essential element of successful investing.

Have You Set Your 2018 Financial Goals?
by Carrie Schwab-Pomerantz
January 10, 2018

Setting financial goals for a new year is a great idea. Setting up a way to achieve them is even better!

Ten Simple Steps for Financial Success in the New Year
by Carrie Schwab-Pomerantz
January 03, 2018

It's great to have plans for 2018. It's even better to set a financial foundation so you can make them a reality.

Is It Better to Rent or Buy?
by Carrie Schwab-Pomerantz
December 20, 2017

Think you're ready to buy a home? Remember, it's as much an emotional decision as a financial one.

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