Schwab MoneyWise ®
Schwab MoneyWise®

Couples and Families

Marriage and Money: 12 Questions to Ask Each Other Before Saying I Do

by Carrie Schwab-Pomerantz
May 30, 2018

There are many things to talk about and agree on before you get married and money should be one of them.
Does How You Manage Your Life Affect How You Manage Your Money?

by Carrie Schwab-Pomerantz
May 17, 2018

Life planning and financial planning go hand-in-hand, according to results of the 2018 Schwab Modern Wealth Index.
The Financial Side of Remarrying Later in Life

by Carrie Schwab-Pomerantz
April 18, 2018

Joining your lives and your money when you’re older—especially in a second marriage—can be complicated. Plan ahead.
How Will You Use Your Tax Refund?

by Carrie Schwab-Pomerantz
April 11, 2018

Are you getting a big tax refund this year? Use it wisely—then make sure you don't get one next year.
Have You Made These Foolish Money Mistakes?

by Carrie Schwab-Pomerantz
March 28, 2018

If you've been fooled into making some common money mistakes, you're not alone. Here are real examples to consider.
Five Ways to Keep Your Wedding Budget on Track

by Carrie Schwab-Pomerantz
March 19, 2018

It takes incredible planning to pull off a wedding—often at incredible cost. Here's how to keep things on budget.
Baby On the Way: Are You Ready for Your New Financial Reality?

by Carrie Schwab-Pomerantz
February 14, 2018

Planning for baby's arrival? Take time now (while you have it!) to get financially prepared.
Modern Love and Money: Who Picks Up the Check?

by Carrie Schwab-Pomerantz
February 07, 2018

Who pays on the first date? Who pays after that? Love and money can be tricky today, but some rules still apply.
Will Collecting a Public Pension Reduce Your Social Security?

by Carrie Schwab-Pomerantz
January 24, 2018

Planning to collect both Social Security and a public pension? Unfortunately, Uncle Sam has other plans for you.
Holiday Spending Worries? Generosity Doesn't Always Come With a High Price Tag

by Carrie Schwab-Pomerantz
December 13, 2017

Worried about your holiday budget? With a little creativity, you can be generous without spending a fortune.
Looking for the Perfect Gift This Season? Consider a Charitable Donation

by Carrie Schwab-Pomerantz
November 22, 2017

If the stress of gift giving is getting you down, a charitable donation in someone's name can be the perfect fit.
Planning a Funeral: What Are the Financial Decisions You Need to Make?

by Carrie Schwab-Pomerantz
October 11, 2017

After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
Can You Get Social Security Benefits From Your Ex?

by Carrie Schwab-Pomerantz
September 27, 2017

Ex-spouse Social Security benefits can boost your income, depending on your circumstances. Get the facts.
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.
529 Accounts: What Happens When Your Child Doesn't Go to College?

by Carrie Schwab-Pomerantz
August 30, 2017

Kid not going to college? Don't despair. Those 529 assets can be used for a variety of higher education costs.
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.
Second Marriage: Are You Financially Ready to Blend Your Families?

by Carrie Schwab-Pomerantz
June 14, 2017

Blending two families in a new marriage has a financial as well as an emotional side. Be prepared.
Ex-Spouse Social Security Benefits: What's the Best Strategy?

by Carrie Schwab-Pomerantz
March 22, 2017

Even though you're divorced, you might be able to tap into your ex-spouse's work record for Social Security benefits—as long as you meet all the qualifications.
Want to Pass on Your Values as Well as Your Assets? Consider an Ethical Will.

by Carrie Schwab-Pomerantz
December 14, 2016

An ethical will isn't legally binding but it could be an important—and personally valuable—part of your legacy.
Is a High-Priced College Worth the Cost?

by Carrie Schwab-Pomerantz
August 10, 2016

When it comes to choosing a college, more expensive doesn't necessarily mean better.
What Should You Budget for Healthcare Costs in Retirement?

by Carrie Schwab-Pomerantz
July 06, 2016

Healthcare costs can be pretty steep in retirement, even for a healthy person. Here's why.
Dividing Up Your Estate: Does It Ever Make Sense to Split It Unequally?

by Carrie Schwab-Pomerantz
April 20, 2016

Dividing your estate equally is easiest and often best. If you do it differently, be sure to explain why.
How Realistic Is a College Scholarship?

by Carrie Schwab-Pomerantz
April 13, 2016

Scholarships are competitive, but there's a lot of money available if you take the time and effort to find it.
What's the Best Way to Choose a Guardian for Your Kids?

by Carrie Schwab-Pomerantz
January 13, 2016

Not sure how to choose the best guardian for your kids? Start by asking yourself some important questions.
Does an Ex-Spouse Qualify for Survivor Benefits?

by Carrie Schwab-Pomerantz
November 04, 2015

There are three basic qualifications for ex-spouse survivors' benefits. But there's even more to consider.
What Is a Living Trust? Do You Need One?

by Carrie Schwab-Pomerantz
September 09, 2015

A living trust isn't a necessity for everyone but it can be a smart way to protect yourself and your heirs.
Suddenly Alone—Where Can You Turn for Help?

by Carrie Schwab-Pomerantz
June 10, 2015

It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
What's the Best College Saving Strategy When You Have Young Kids?

by Carrie Schwab-Pomerantz
November 05, 2014

While it's important to start saving for college early, it's equally important to be strategic about how you save.
What Financial Steps Should You Take When a Spouse Dies?

by Carrie Schwab-Pomerantz
June 04, 2014

There are lots of financial issues to handle when a spouse dies—but fortunately you don't have to handle them alone.
Who Qualifies for Social Security Survivor Benefits?

by Carrie Schwab-Pomerantz
May 28, 2014

It's hard to think of finances when a spouse has died, but don't ignore possible Social Security survivor benefits.
Do Your Folks Have an Advance Healthcare Directive? Do You?

by Carrie Schwab-Pomerantz
January 22, 2014

No matter your age, it's wise to think about what you'd want done in a medical crisis—then put it in writing.
Saving for College: Five Steps to Get You Started

by Carrie Schwab-Pomerantz
September 25, 2013

Don't panic about the future cost of college. Instead, put yourself on a savings program you can stick with.

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