Ask Carrie

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

Ask Carrie

Retired Investors and Inflation

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

January 18, 2023 Carrie Schwab-Pomerantz

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

Roth 401(k) to Roth IRA Rollover

Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.

November 02, 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

Ask Carrie

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

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

Ask Carrie

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

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

Ask Carrie

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

Tips for a Family Loan

Family loans require you to listen to both heart and head. Which means open conversations—plus a formal document.

July 13, 2022

Medicare while Traveling

Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.

June 22, 2022

Ask Carrie

Retirement Without a 401(k)

No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.

June 16, 2022

World Elder Abuse Day

We can all take steps to protect ourselves and our loved ones from financial fraud and exploitation.

June 15, 2022

Extra Money Lessons for Grads

Your new grad may have learned economic theory, but what about real-world financial management? Here's how to help.

June 08, 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.