Homes & Mortgages


Can You Use IRA Assets to Purchase a Retirement Home? Should You?

by Carrie Schwab-Pomerantz
October 04, 2017

You can use IRA assets to purchase a retirement home, but make sure it makes financial sense.
Does Marriage Bring Financial Benefits?

by Carrie Schwab-Pomerantz
September 13, 2017

While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
What Is Wealth Part 2: How Important Is a Financial Plan?

by Carrie Schwab-Pomerantz
August 16, 2017

Putting off financial planning because it's too complicated? Here are three progressive steps to help you get started.
Are You Ready to Invest?

by Carrie Schwab-Pomerantz
June 21, 2017

Investing begins with thoughtful answers to some important questions—whether online or in person.
Does It Make Sense to Pay Off Your Mortgage?

by Carrie Schwab-Pomerantz
June 01, 2016

Whether or not to pay off your mortgage before you retire is a balance of practical considerations and peace of mind.
Retirement Cash Reserves: What About a HELOC?

by Carrie Schwab-Pomerantz
September 02, 2015

A HELOC is great to cover the unexpected, but when it comes to retirement cash reserves, you need to plan ahead.
Is Downsizing the Right Move for You?

by Carrie Schwab-Pomerantz
January 15, 2014

Thinking of downsizing? It's great to sell your home when prices are up, but that's not the only consideration.



Turning 50?

Get financial answers for this important stage of life.

New Book

Your Feedback

Do you have a question or comment about family finances?

Let Us Know

Investing involves risk, including possible loss of principal.

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC.