Carrie Schwab-Pomerantz's perspectives on everyday financial challenges combine professional experience with practical insight.
A Fond Farewell
Carrie Schwab-Pomerantz reflects on her time working at Charles Schwab and shares parting words as she enters her second act.
Do You Need a Freedom Fund?
Want to make a life change but feel you can't financially? Start a freedom fund.
Giving Stock to Charity
Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.
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.
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.
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.
Focusing on a Tax Refund?
Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.
Love and Money
Love and money go hand-in-hand. Get tips on handling finances at three crucial points in your love life.
Retired Investors and Inflation
The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.
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.
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.
How to Control Your Money
If you find yourself constantly in debt, it's time to take control of your money. Here's how.
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.
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.
Ready to Buy Your First Home?
There's more to timing your first home purchase than interest rates and prices. Consider these guidelines.
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.