Money Talk: Where personal finance gets personal

Managing your money can be complicated. That's why we're here to help. No matter how much or how little you know about money, our team of certified financial experts offer insights to help you move your financial life forward.

Ask Carrie

A Credit Card Debt Exit Plan

Millions of Americans feel trapped by credit card debt. You don't have to be one of them. Here's an exit strategy.

September 27, 2023 Susan Hirshman

Air Jordans: Diversification

My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

September 13, 2023

Medicare Decisions to Make Now

There's more to enrolling in Medicare than just turning 65. Make these Medicare decisions ahead of time—then celebrate.

August 30, 2023

Budgeting for Student Loans

Ready to face the return of student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.

August 16, 2023

Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

August 02, 2023

Ask Carrie

How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

July 19, 2023

The Reverse Boomerang

Open and honest communication can help you go into multigenerational living with your eyes wide open.

July 05, 2023

Your Mid-Year Money Check Up

Are you on track to meet your financial goals? Follow these five steps to find out.

June 14, 2023

Ask Carrie

Meet Our Money Talk Experts

Saying farewell to Ask Carrie: passing the torch to Money Talk.

June 07, 2023

A Fond Farewell

Carrie Schwab-Pomerantz reflects on her time working at Charles Schwab and shares parting words as she enters her second act.

May 24, 2023

Do You Need a Freedom Fund?

Want to make a life change but feel you can't financially? Start a freedom fund.

May 10, 2023

Ask Carrie

Giving Stock to Charity

Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.

April 25, 2023

Selling Your House in a Down Market

Should you sell your house in a down market? Pay attention to both your wallet and the issues that impact your quality of life.

April 12, 2023

SECURE 2.0 and Saving After 70

You're never too old to keep saving. And the new benefits of SECURE 2.0 give you added opportunities—even past age 70.

March 29, 2023

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

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


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.