Ask Carrie
Struggling with Retirement Savings? Uncle Sam May Give You Extra Credit.
by Carrie Schwab-Pomerantz
February 24, 2021
The Saver's Credit is like a retirement match from Uncle Sam—if you qualify. Here's what you need to know.
by Carrie Schwab-Pomerantz
February 24, 2021
The Saver's Credit is like a retirement match from Uncle Sam—if you qualify. Here's what you need to know.
Is Investing in the Stock Market Gambling?
by Carrie Schwab-Pomerantz
February 17, 2021
Slick trading screens can make investing seem like a game, but investing and gambling are totally at odds.
by Carrie Schwab-Pomerantz
February 17, 2021
Slick trading screens can make investing seem like a game, but investing and gambling are totally at odds.
Rules of Engagement: How to NOT Fight with Your Fiancé About Money
by Carrie Schwab-Pomerantz
February 10, 2021
Do you and your partner argue about money? Many couples do. Here's a way to keep things under control.
by Carrie Schwab-Pomerantz
February 10, 2021
Do you and your partner argue about money? Many couples do. Here's a way to keep things under control.
Should I Take the Lump Sum Option from My Pension?
by Carrie Schwab-Pomerantz
February 03, 2021
Take a lump sum or lifetime income from my pension? The best choice for you depends on your individual circumstances.
by Carrie Schwab-Pomerantz
February 03, 2021
Take a lump sum or lifetime income from my pension? The best choice for you depends on your individual circumstances.
College Ahead: How Can I Improve My Child’s Chances for Financial Aid?
by Carrie Schwab-Pomerantz
January 27, 2021
Being strategic now can help increase your chances of securing college financial aid.
by Carrie Schwab-Pomerantz
January 27, 2021
Being strategic now can help increase your chances of securing college financial aid.
When Does Insurance Make Sense?
by Carrie Schwab-Pomerantz
January 20, 2021
What kind of insurance makes sense? The kind that matches your needs, goals and budget.
by Carrie Schwab-Pomerantz
January 20, 2021
What kind of insurance makes sense? The kind that matches your needs, goals and budget.
Looking for a Way to Invest According to Your Values?
by Carrie Schwab-Pomerantz
January 13, 2021
Whether your cause is the environment, human rights or consumer protection, socially responsible investing is easier than ever.
by Carrie Schwab-Pomerantz
January 13, 2021
Whether your cause is the environment, human rights or consumer protection, socially responsible investing is easier than ever.
Put 2021 on the Fast Track with a Financial Fartlek
by Carrie Schwab-Pomerantz
January 06, 2021
Applying the Swedish concept of fartlek training to your finances just might get you to your long-term goal faster.
by Carrie Schwab-Pomerantz
January 06, 2021
Applying the Swedish concept of fartlek training to your finances just might get you to your long-term goal faster.
Give Your Family the Gift of Financial Conversation This Holiday Season
by Carrie Schwab-Pomerantz
December 16, 2020
Talking with your family about financial challenges can lead to a more secure and emotionally closer New Year.
by Carrie Schwab-Pomerantz
December 16, 2020
Talking with your family about financial challenges can lead to a more secure and emotionally closer New Year.
Want to Create a Retirement Paycheck? Here Are Some Things to Consider
by Carrie Schwab-Pomerantz
December 09, 2020
As you make the transition from saver to spender, you’ll need to create your own retirement paycheck. Here are some things to consider.
by Carrie Schwab-Pomerantz
December 09, 2020
As you make the transition from saver to spender, you’ll need to create your own retirement paycheck. Here are some things to consider.
In a Year Full of Challenges, How Can We Give Back?
by Carrie Schwab-Pomerantz
December 02, 2020
After an incredibly challenging year, the need for charitable giving is greater than ever. How will you give?
by Carrie Schwab-Pomerantz
December 02, 2020
After an incredibly challenging year, the need for charitable giving is greater than ever. How will you give?
Estate Planning: Transferring Wealth
by Carrie Schwab-Pomerantz
November 30, 2020
Here are five items to consider as you set up your estate plan.
by Carrie Schwab-Pomerantz
November 30, 2020
Here are five items to consider as you set up your estate plan.
Introducing Fractional Shares: A New Way to Get Started Investing
by Carrie Schwab-Pomerantz
November 25, 2020
Fractional shares make stock investing easier and more accessible—and more appealing to gift stock to a new investor.
by Carrie Schwab-Pomerantz
November 25, 2020
Fractional shares make stock investing easier and more accessible—and more appealing to gift stock to a new investor.
Worried About Holiday Spending? This Is a Year to Think Differently
by Carrie Schwab-Pomerantz
November 18, 2020
Worried about your holiday budget? With a little creativity, you can be generous without spending a fortune.
by Carrie Schwab-Pomerantz
November 18, 2020
Worried about your holiday budget? With a little creativity, you can be generous without spending a fortune.
Does It Make Sense to Buy Your First Home While You're in the Military?
by Carrie Schwab-Pomerantz
November 11, 2020
A VA mortgage can make it easier for service members to buy a first home, but it's still a complicated decision.
by Carrie Schwab-Pomerantz
November 11, 2020
A VA mortgage can make it easier for service members to buy a first home, but it's still a complicated decision.
Baby On the Way: Are You Ready for Your New Financial Reality?
by Carrie Schwab-Pomerantz
November 06, 2020
A new baby means a whole new financial reality. Best to be prepared—starting before the baby comes.
by Carrie Schwab-Pomerantz
November 06, 2020
A new baby means a whole new financial reality. Best to be prepared—starting before the baby comes.
Older Investors Are Asking: Should I Get Out of Stocks?
by Carrie Schwab-Pomerantz
November 04, 2020
Gradually cutting back on stocks can make sense for older investors—as long as they create a plan and stick to it.
by Carrie Schwab-Pomerantz
November 04, 2020
Gradually cutting back on stocks can make sense for older investors—as long as they create a plan and stick to it.
How Can I Make the Most of My Stock Options?
by Carrie Schwab-Pomerantz
October 28, 2020
Stock options can be an important part of compensation, but be sure you know which kind you have and how they work.
by Carrie Schwab-Pomerantz
October 28, 2020
Stock options can be an important part of compensation, but be sure you know which kind you have and how they work.
Is Your Financial "Go Bag" Packed and Ready?
by Carrie Schwab-Pomerantz
October 21, 2020
Being prepared in advance for a catastrophic emergency is essential—and that includes a financial "go bag."
by Carrie Schwab-Pomerantz
October 21, 2020
Being prepared in advance for a catastrophic emergency is essential—and that includes a financial "go bag."
It's Open Enrollment: Are You Making the Most of Your Employee Benefits?
by Carrie Schwab-Pomerantz
October 14, 2020
It's Open Enrollment time again. Here's why you shouldn't ignore it.
by Carrie Schwab-Pomerantz
October 14, 2020
It's Open Enrollment time again. Here's why you shouldn't ignore it.
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. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions.
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