Ask Carrie

Carrie Schwab-Pomerantz's perspectives on everyday financial challenges combine professional experience with practical insight. 

Ask Carrie

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023 Carrie Schwab-Pomerantz

Focusing on a Tax Refund?

Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.

March 01, 2023

Love and Money

Love and money go hand-in-hand. Get tips on handling finances at three crucial points in your love life.

February 15, 2023

Where to Stash Your Cash

There are many places to stash your cash, but it pays to choose carefully.

February 01, 2023

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

Ask Carrie

10 Steps to Financial Health

Are you financially ready for the New Year? Here are 10 steps to put you on track toward better financial health all year long.

January 04, 2023

Holiday Giving—5 Tips

Looking for holiday gifts that don't break the bank? Here are five tips for giving while keeping costs in check.

December 14, 2022

How to Control Your Money

If you find yourself constantly in debt, it's time to take control of your money. Here's how.

November 30, 2022

Ask Carrie

Can You Give Stock as a Gift?

Giving stock can be both a financial gift and a personal finance lesson. But get the details first.

November 16, 2022

Financial Planning From 20-70+

A financial plan is a great antidote to market uncertainty. Here's a decade-by-decade guide to help you stay on track.

October 19, 2022

Ready to Buy Your First Home?

There's more to timing your first home purchase than interest rates and prices. Consider these guidelines.

October 05, 2022

Ask Carrie

Financially Weathering a Storm

Can you financially weather a storm—or flood or fire? Here's how to prepare, including packing a financial "go bag."

September 21, 2022

Suddenly Alone—Getting Help

It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.

September 14, 2022

Is an HSA a Good Deal?

Especially for someone just starting out, contributing to an HSA has benefits that go beyond paying for healthcare.

September 07, 2022

Ask Carrie

Managing Through a Recession

Recessions have the potential for very real financial hardship, but there are positive steps we can take to ease the impact.

August 24, 2022

Using IRA Funds for First Home

Just because you can use IRA funds to buy a first home doesn't mean it's the best move for your financial future.

August 10, 2022

Working Past 65 and Medicare

If you work past age 65, deciding when to enroll in Medicare depends on the size of your employer—and more.

July 27, 2022


Insights & Ideas are provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.