Ask Carrie

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

Ask Carrie

Meet Our Money Talk Experts

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

June 07, 2023 Carrie Schwab-Pomerantz

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

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

Ask Carrie

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

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

Ask Carrie

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


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.