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.
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.
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.
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.
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.
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."
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.
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Is an HSA a Good Deal?
Especially for someone just starting out, contributing to an HSA has benefits that go beyond paying for healthcare.
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.
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.
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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.
Tips for a Family Loan
Family loans require you to listen to both heart and head. Which means open conversations—plus a formal document.
Medicare while Traveling
Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.
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.
World Elder Abuse Day
We can all take steps to protect ourselves and our loved ones from financial fraud and exploitation.
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.
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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.