Ask Carrie

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

Ask Carrie

Let’s Make Holiday Gift Giving More Meaningful

December 1, 2021

As we enter the holiday gift giving season, let’s think outside the metaphorical—and physical—box.
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5 Steps to Make the Most of Your Charitable Giving

November 24, 2021

When it comes to charitable giving, the way you give can be even more important than how much you give.
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Gig Workers: How Are You Managing Your Money?

November 17, 2021

As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.
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Do You Want to Leave an IRA to Your Grandchildren?

November 12, 2021

Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
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First Steps for Your Baby’s Financial Future

November 12, 2021

New baby? There’s a lot to think about—including your child’s financial future. College is a major savings goal, but there’s even more to consider.
Ask Carrie

Faced with VUCA Should Noob Investors HODL?

November 10, 2021

Have you heard of VUCA? It can apply to investing. But don't let it make you HODL even if you're a Noob. Intrigued?
Ask Carrie

Help! My Student Loans Are Due Again!

November 3, 2021

With the right strategy, you can pay off debt while at the same time building a strong financial foundation.
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Is Your Lifestyle Creeping Up on You?

October 27, 2021

Making more money but not sure where it's going? Don't let lifestyle creep catch you by surprise.
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Are You Falling for These Financial Tricks?

October 15, 2021

Here are 10 tricks we sometimes play on ourselves when it comes to money—and how to treat yourself better.
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What Should I Look for in a New Financial Advisor?

October 13, 2021

Before you hire a financial advisor, it's important to do your homework. Here's where to start.
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You Don't Have a Financial Plan? Why Not?

October 6, 2021

Here are the top five reasons people give for not having a financial plan—and why everyone needs one.
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Curious About Cryptocurrency?

September 29, 2021

Cryptocurrency can yield big gains, but equally big losses.
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Is There an Upside to Renting?

September 24, 2021

Depending on your individual circumstances and preferences, there may very well be a good case for renting.
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Can Family Collect Social Security When You File?

September 24, 2021

Social Security benefits begin with you—but they don’t end there.
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529 Accounts: What Happens When Your Child Doesn’t Go to College?

September 24, 2021

Kid not going to college? Don’t despair. Those 529 assets can be used for a variety of education costs.
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College-Bound Student? It’s Time to Fill out the FAFSA®!

September 22, 2021

Don’t assume you won’t qualify for college financial aid; file the FAFSA® early to maximize your opportunities.
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Getting our Youth on the Road to Financial Literacy

September 15, 2021

There's an urgent need to educate our kids about money. Join us as we launch our new financial literacy program.
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Can I Open a Roth for My Teen?

September 8, 2021

A custodial IRA can be a great way to teach a teen to save for the future—and manage money wisely in the present.
Ask Carrie

Rethinking Your Career? Consider These 5 Things Before Making a Move

September 1, 2021

If you're contemplating a major career change, here are five things to do first.
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Can Long-Term Partners Get Social Security Spousal and Survivor Benefits?

August 25, 2021

Unmarried partners generally can't qualify for spousal and survivor benefits, but there are other ways to protect each other.

(1120-0CXC) (04/21)

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.

Schwab Personal Choice Retirement Account®

Advisor managed accounts

Ask Carrie

Let’s Make Holiday Gift Giving More Meaningful

5 Steps to Make the Most of Your Charitable Giving

Gig Workers: How Are You Managing Your Money?

Do You Want to Leave an IRA to Your Grandchildren?

First Steps for Your Baby’s Financial Future

Faced with VUCA Should Noob Investors HODL?

Help! My Student Loans Are Due Again!

Is Your Lifestyle Creeping Up on You?

Are You Falling for These Financial Tricks?

What Should I Look for in a New Financial Advisor?

You Don't Have a Financial Plan? Why Not?

Curious About Cryptocurrency?

Is There an Upside to Renting?

Can Family Collect Social Security When You File?

529 Accounts: What Happens When Your Child Doesn’t Go to College?

College-Bound Student? It’s Time to Fill out the FAFSA®!

Getting our Youth on the Road to Financial Literacy

Can I Open a Roth for My Teen?

Rethinking Your Career? Consider These 5 Things Before Making a Move

Can Long-Term Partners Get Social Security Spousal and Survivor Benefits?