Ask Carrie

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

Ask Carrie

Should I File for Social Security Now or Later?

May 18, 2022

You don’t have to file for Social Security the moment you retire. In fact, most people will benefit by waiting.
Ask Carrie

Should You Care About Rising Interest Rates?

May 11, 2022

Will rising interest rates affect you personally? Most likely. No need to panic, but best to be aware.
Ask Carrie

Paying for College: Are Scholarships Taxable?

May 6, 2022

Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.
Ask Carrie

529 Accounts: When a Child Doesn’t Go to College

May 6, 2022

Kid not going to college? Don’t despair. Those 529 assets can be used for a variety of education costs.
Ask Carrie

Can You Tactfully Give Mom—or Dad—Financial Help?

May 4, 2022

Parents may not be comfortable being on the receiving end of financial help, but there's a way to do it tactfully.
Ask Carrie

Stock Market Investing Is—and Isn’t—Black & White

April 27, 2022

The 2022 Schwab-Ariel Black Investor Survey shows both progress and opportunities for addressing wealth inequality.
Ask Carrie

Is Rental Income From a Vacation Home Taxable?

April 20, 2022

Renting out a vacation home part-time can mean extra income. But remember, Uncle Sam wants some of it too!
Ask Carrie

How Can We Boost Teens' Financial Literacy?

April 13, 2022

We've made progress in teaching our nation’s teens about money, but there's much more to do.
Ask Carrie

Gig Workers: How Are You Managing Your Money?

April 7, 2022

As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.
Ask Carrie

Have You Considered These 4 Retirement Risks?

April 7, 2022

There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.
Ask Carrie

Need a Retirement Plan for Your Small Business?

April 6, 2022

Own a small business? Don’t miss out on these opportunities to save for retirement and decrease taxable income.
Ask Carrie

Spooked by Market Declines? Don't Panic—S.T.O.P.

March 30, 2022

When it comes to investing, our emotions are not our friend. Instead of panicking, S.T.O.P.
Ask Carrie

What Can Fishing Teach Us About Investing?

March 23, 2022

What can a new investor learn from fishing? You might be surprised.
Ask Carrie

Does Your Teen Need to File a Tax Return?

March 16, 2022

Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their financial education.
Ask Carrie

#BreakTheBias—Women and Investing

March 2, 2022

This International Women’s Day, let’s confront—and help break—the financial biases women still face.
Ask Carrie

Focusing on a Tax Refund? Do Some Planning Instead

February 23, 2022

Getting a tax refund can feel great. Doing some more careful tax planning can feel even better.
Ask Carrie

How Fast Can I Get My Money Out of the Market?

February 16, 2022

How fast you can cash out of the stock market is less important than maintaining a long-term plan.
Ask Carrie

Can I Afford to Live My Retirement Dream?

February 11, 2022

Retirement can be an opportunity to make big changes—provided you also take care to protect your finances.
Ask Carrie

7 Ways to Show Your Investments Some Love

February 9, 2022

Having relationship problems with your money? Here are ideas on how to show your investments some love.
Ask Carrie

Have You Made Your 3 Big Medicare Decisions?

February 2, 2022

Medicare can be complicated, but there are just three big decisions you need to make when turning 65.

(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.

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Ask Carrie

Should I File for Social Security Now or Later?

Should You Care About Rising Interest Rates?

Paying for College: Are Scholarships Taxable?

529 Accounts: When a Child Doesn’t Go to College

Can You Tactfully Give Mom—or Dad—Financial Help?

Stock Market Investing Is—and Isn’t—Black & White

Is Rental Income From a Vacation Home Taxable?

How Can We Boost Teens' Financial Literacy?

Gig Workers: How Are You Managing Your Money?

Have You Considered These 4 Retirement Risks?

Need a Retirement Plan for Your Small Business?

Spooked by Market Declines? Don't Panic—S.T.O.P.

What Can Fishing Teach Us About Investing?

Does Your Teen Need to File a Tax Return?

#BreakTheBias—Women and Investing

Focusing on a Tax Refund? Do Some Planning Instead

How Fast Can I Get My Money Out of the Market?

Can I Afford to Live My Retirement Dream?

7 Ways to Show Your Investments Some Love

Have You Made Your 3 Big Medicare Decisions?