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Carrie answers your financial questions.

Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. She answers today's perplexing financial questions every week in her Ask Carrie column.

Carrie answers your financial questions.

Ask Carrie

How Can I Invest for a Child with Special Needs?

How can you save and invest for a child with special needs without losing public benefits? Consider a 529 ABLE account.
June 1, 2022
Ask Carrie

5 Steps to Make the Most of Your Charitable Giving

When it comes to charitable giving, the way you give can be even more important than how much you give.
December 17, 2021
Ask Carrie

Do You Want to Leave an IRA to Your Grandchildren?

Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
November 12, 2021
Ask Carrie

Is Investing in the Stock Market Gambling?

Slick trading screens can make investing seem like a game, but investing and gambling are totally at odds.
February 17, 2021
Ask Carrie

Rules of Engagement: How to NOT Fight with Your Fiancé About Money

Do you and your partner argue about money? Many couples do. Here's a way to keep things under control.
February 10, 2021
Ask Carrie

College Ahead: How Can I Improve My Child’s Chances for Financial Aid?

Being strategic now can help increase your chances of securing college financial aid.
January 27, 2021
Ask Carrie

In a Year Full of Challenges, How Can We Give Back?

After an incredibly challenging year, the need for charitable giving is greater than ever. How will you give?
December 2, 2020
Ask Carrie

Estate Planning: Transferring Wealth

Here are five items to consider as you set up your estate plan.
November 30, 2020
Ask Carrie

Does It Make Sense to Buy Your First Home While You're in the Military?

A VA mortgage can make it easier for service members to buy a first home, but it's still a complicated decision.
November 11, 2020
Ask Carrie

Is Your Financial "Go Bag" Packed and Ready?

Being prepared in advance for a catastrophic emergency is essential—and that includes a financial "go bag."
October 21, 2020

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